Financial Planning Membership

Build wealth faster

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


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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.


Here’s the reality: Even if you’re great at your job and earn a good income, having just two or fewer income sources won’t help you move the needle as fast as you want. To make progress, you need to make wise financial moves with the income you have that are specific to your situation. Our financial planning membership helps you go further faster, and we offer real-time tracking of important financial numbers so you can see how quickly you’re making progress each year.

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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 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.


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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.