STEWARDLY ADVISORS

Impact focused planning to purposefully manage wealth

Life is full of transitional moments.
Where do you turn for guidance during these pivotal times?

Clients usually find us when they are facing certain transition or lack clarity on their wealth. Anxiety, emptiness, and guilt are common emotions we see. Have you ever found yourself asking,

“I need to plan my succession in my business but don’t know how to navigate my family.”

“I think we are doing pretty good with our money but I know we could be doing better.”

“Who will my wealth impact? And how will it impact them?”

These are all questions that we believe Impact focused planning can answer by bringing alignment, joy, peace and Legacy to you and your family.

The Stewardly Why

Our motto is "the why raises our standard". We believe that the highest standard for success in life is faithful management of every resource. This is a metric that transcends mere accumulation to meet needs today and leave a legacy when you are gone from this world. Much more than that, we subscribe to the idea that how one uses temporal wealth, has actual eternal consequences and rewards. And that is the "why" that matters most and is often overlooked in most approaches to financial planning.

We also believe wealth is more than your ability to earn and store money and that everyone will one day be held accountable for how he/she manages, or stewards, all of his/her collective wealth, time, abilities, and financial resources. This is true whether you believe you have much or little. It is our greatest desire for you to live at the highest standard of a "good and faithful" steward.

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Take Control of Your Wealth at Pivotal Moments.

Alignment

Clarify your values and design a path toward consistently living them out.
Joy

Gratitude for every circumstance and how it shapes the character of who we become.
Peace

Confident expectation about the trajectory of life despite outside influences that we cannot control.
Legacy

Intentional investment in the future of people and organizations.