It’s time to live stewardly.
Living Stewardly is for every stage of life, yet we understand every stage of life is different. So we offer services that fit your needs at each stage of life. Our services are available to families and small businesses who want to take a Stewardly approach to life.
We provide strategic guidance in written financial plans intended to last your lifetime with updates as you go. And we are here to guide you with tactical guidance as life changes and new solutions are needed.
(Fee for Advice Services)
Every client engagement is unique but every one of our client relationships is focused on completing a comprehensive Master’s Plan covering our 5 target approach of earning, managing, storing, protecting and transferring wealth. We generally begin each client relationship focused on one or two topics identified as an immediate concern. Over time, we help you enjoy the contentment that comes with having a completed life plan. Here’s how we serve you.
- A la carte fee planning addresses a single planning concept such as cash flow planning or saving/investing plan, as a part of a larger target such as managing wealth. This is a customized planning agreement suited to your available budget.
- Our bundled fpConcierge Steward Program has 4 pre-determined level of services and associated fees depending upon your level of needs and associated budget.
During our initial discovery meeting, we discern and will advise you on how your need could best be served.
Regardless of which engagement you choose, our process is an unbiased and objective approach to planning your financial future. No need to ever worry about conflicts of interests or sales pressure to buy a product because that’s not how we build a trusted advisor relationship. At Stewardly Financial Advisors, we work with clients from a fee based approach. Please contact us to learn more.
Our firm has a network of providers that help us assist you in selecting appropriate solutions for your plan. Whether you choose to use our providers or select another of your own choosing, you are never on your own. Our Advisor On-Call component of every financial planning engagement means you always have an expert on hand to run your questions by for assistance. If you do choose to work with our network of providers which includes, insurance, investments and legal professionals, we never charge additional fees to our planning clients, and your product selection is objective and unique all the way through. Third parties providing additional services may have their own fees to consider.