Our Services
Tax Analysis, Family Estate
and Insurance Planning
Client Services &
Communication
Financial Planning
& PrioritySetting
Retirement Planning
Networth Tracking
Investment Analysis, Planning,
Strategy and Implementation
Financial Planning
& Priority Setting
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
Networth Tracking
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
Investment Analysis, Planning,
Strategy and Implementation
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
Retirement Planning
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
Client Services &
Communication
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
Tax Analysis, Family Estate
and Insurance Planning
We will spend time gathering information about your current financial situation, as well as, listening to your goals and what you hope to accomplish. We will take your information into consideration as we put together a financial action plan to help you towards your goals. Once your plan is in place, we will' review it regularly, modify it as needed, and guide you towards accountability when necessary.
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What Benefits Does
Stewardship Wealth Advisors Offer?
To help you achieve your goals, we first gather information about your current financial situation as well as your desired investment returns and risk tolerance. We also take the time to learn what your objectives are and what you hope to accomplish. We use this information to put together a Financial Action Plan tailored specifically to you, including a detailed investment analysis, strategy, and implementation.
Once your plan is in place, we review it regularly, modify it as needed, and provide accountability when necessary. Our fiduciary responsibility requires that we act in your best interest in all circumstances, and we are committed to ensuring that you continue on your path to financial freedom. In our experience, our most successful clients achieve their success as a result of their commitment to “stay the path” in their financial plan. We believe that a little healthy tension is a positive indicator that we are holding you accountable towards achieving your desired outcomes.
We review your portfolio regularly and rebalance it as necessary, whether due to investment performance or to changes in your obligations or objectives. As part of our comprehensive planning services, we maintain a detailed financial summary of your assets and liabilities to track your net worth on an ongoing basis. Staying ‘connected’ to your net worth on at least an annual basis is critical because that connection works both as a motivator to keep you on track or as a guiding hand to correct you when you stray from the path. We will explore the following questions with you to determine how well you and your financial plan are working together:
● What is adding to your net worth?
● What is detracting from your net worth?
● How is your net worth impacted by income fluctuations?
Understanding the answers to these questions, as well as others, helps ensure that you stay focused on your goals and allows us to guide you toward your optimized financial future.
Our goal is to ensure you have the best risk-adjusted return. Most of our clients are not trying to ‘win the lottery’ in the stock market or have an overly aggressive risk tolerance. Our clients have ‘already won the game’ through hard work and dedicated planning. Our job is to not undo the good work you have already done and are continuing to do. Rather, our job is to continue to build and preserve your wealth by upholding your stewardship standards and recommending wise financial investment decisions.
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Featured Case Studies
Discover how our services have helped make a difference in our clients financial wellbeing.
Case Study: Chris & Melinda
Chris & Melinda Chris and Melinda have mastered the art of balancing busy work lives with a busy family life, but they hope not to have to do this forever. With more than 30 years in the pilot seat, Chris has reached a point where ...
Read MoreCase Study: Doctor Melissa
Dr. Melissa Dr. Melissa is a successful neonatologist in her early 40s who has established herself as an expert in her field. While Dr. Melissa loves what she does, her profession is highly stressful and demands long hours. Recognizing the importance of staying mentally grounded, ...
Read MoreCase Study: Jim and Rachel (Small Business)
Jim and Rachel Jim and Rachel are small business owners who have built a successful manufacturing company from the ground up. They started the business out of their home 15 years ago, and have since expanded into a commercial facility. They recently experienced rapid growth ...
Read MoreCase Study: Steven & Sarah
Steven and Sarah Steven and Sarah are a couple in their 50’s with strong family values and a dedication to hard work. Steven has built a career as the VP of a Fortune 500 company and has logged the long hours and workdays to prove ...
Read More