Financial Planning Membership

Build wealth faster

An annual subscription offering financial guidance and resources for advancing in your wealth-building journey

BUY NOW

Or give us a call at 602-384-2604

ONGOING FINANCIAL HEALTH CHECK UPS

CUSTOMIZED PLANS TO MEET YOUR GOALS

OTHER STEWARDSHIP SERVICE DISCOUNTS

When you experience margin in your cashflow you need more than “retirement planning”.

Could you go to the next stage of wealth faster?
Based on your age and income, are you “on track”?
Can your finances create a more preferred lifestyle?

Will you be “okay” if you make that big purchase?
Are you making the most of your income?
How much wealth will make work optional?

We help you make the most of your finances now so you can build wealth more quickly.

BECOME A MEMBER

An Inc. 5000 and Financial Times Fastest Growing Company in America

Stewardship Financial as an entity is not a CFP®️ Professional. Brian Ream is a CERTIFIED FINANCIAL PLANNER™️ Professional. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

What the Financial Planning Membership includes.

A relationship with a CERTIFIED FINANCIAL PLANNER™️ Professional
Real time tracking of 10 key financial elements.
An annual Financial Plan to help you improve your financial elements each year.
A road-map to help you meet specific financial goals.
Access to your CFP®️ Professional to get your questions answered.
$100 discount on our Will, Trust, and Estate Plan packages
$500 discounts on Real Estate services.
Annual paystub review to ensure a proper tax and retirement withholding.
An exclusive monthly podcast to grow your knowledge of finances.
An Insurance Assessment to measure protection.
An investment account managed by your CFP®️ Professional.
Optional free checking and savings account connected to your investment account.
Automatic mortgage rate monitoring to alert you when market rates create a refinance opportunity.
Benchmarking to let you know how you are doing compared to others of similar income and age.
A proven process to help you and your spouse get on the same page with your finances.

BUY NOW

Or send us an email at home@stewardship.pro.

What You Get

A relationship with a CERTIFIED FINANCIAL PLANNER ™️ Professional, ongoing tracking of 10 key financial elements, discounts to other Stewardship services, and other resources to help you move to the next stage of wealth quickly and confidently.

What It Costs

Our Financial Planning Membership costs $1088 per year. If you properly provide necessary financial information, go through the online resources, and attend your annual meeting with your CFP®️, the cost is reduced to $888 per year after that.

A customized plan to help you build wealth faster.

Our Financial Planning Membership includes a yearly financial plan with clear goals, practical steps to take, and progress update.
You will know specifically where you are, where you want to go, and have confidence on what it takes to get there.

Who is this Financial Planning Membership for?

We have identified three stages of the wealth building journey. Stage 1 is about gaining control of your finances, stage 2 is when you experience financial margin because you have control, and Stage 3 is about making a different impact because you have significant financial margin. Our Financial Planning Membership helps people who have control of their finances and want to make the most of their margin so they can use their finances to make a bigger impact in the areas of life that matter most.

Stages of Wealth Info Graphic For Web-01

For even more details on the 3 Stages of Wealth Building, watch the videos below.

Stage 1

Stage 2

Stage 3

Our Financial Planning Membership is for people in Stage 2 that would like to get to Stage 3 quicker.

BUY NOW

Or give us a call at 602-384-2604

Your Financial Health

Our financial planning membership focuses on 10 key financial elements. We regularly monitor and manage them throughout the year through a mobile app. You’ll receive quarterly engagements and impromptu communication if any elements go off track.

Some look at these elements and get overwhelmed… Others look at them and get excited! Regardless of your reaction to these details, know this:
As your Advisor, we will do more than just “retirement planning”. We will help you make the most of your finances now so you can move to the next stage of the wealth building journey faster.

To learn more about each financial element click the colored boxes below.

Everything In One Convenient Place.

Access your financial plan and element status easily through our user-friendly app. It’s available on your phone or computer web browser. If you do not like tech, don’t worry! We’ll guide you through its use, and create an experience that allows you to engage with the app in whichever way is most comfortable for you. Take a look: