If you value your time.
Most people we work with tell us they don’t have time to “think about this stuff” or to keep an eye on the financial markets. As a business owner, father of two, and husband, I totally get it. I value my time and need to decide what in my life needs to be outsourced and what advisors would be good partners. I don’t only view these relationships through the lens of, “what is this costing me?” but instead, “how much time and energy do I save by choosing this partnership?”
If you value your expertise.
I’m constantly impressed with the clients we get to work with at Stewardship! We partner with so many who are experts and leaders in their fields. But our best clients understand when they should stay in their lane. In other words, they focus on what they do best–building their careers and their income through their field in their expertise. In turn, they value the knowledge that a Stewardship advisor brings to their lives.
If this sounds like you, then the question is, can you afford not to use a financial advisor? Schedule an appointment to explore the ways a Stewardship advisor can provide their expertise and maximize your time for what’s most important in life!