Free Financial Assessment

A free review of your finances by a wise and loving financial adivsor.

We will let you know what you are doing right, and what you could do to improve.

GET STARTED

REVIEW OF 10 FINANCIAL ELEMENTS

VIDEO ASSESSMENT BY A FINANCIAL ADVISOR

CONFIDENTLY KNOW WHERE YOU ARE AT

Here a few of the questions we help you answer:

Based on your age and income, are you “on track”?
Are you making the most of your income?
What is the best next step for my financial journey?
How much wealth do you need to make work optional?

Our FREE Financial Assessment will provide answers and clarity.

get your free assessment

An Inc 5000 and Financial Times Fastest Growing Company in America

What You Get

A review of 10 financial elements that give a picture of your financial “health”.
A video assessment of those elements from a Stewardship Financial Advisor.
Encouragement on what you are doing right.
Kind suggestions on what you could do to improve.
Clarity on your situation and if you are “on track”.
Access to the “Elements” mobile app for more details on your financial situation.
A relationship with a wise and loving Financial Advisor.

Start the process

It takes about 7 minutes

Here is what the process looks like: Provide informationWe reviewAssessment delivered!

No appointments or meetings are required!

Provide information

Fill out the Elements form and provide information through a 7 minute process.

We review

Our Financial Advisors review your finances to gain an understanding of where you are at.

Assessment delivered!

We will send you an email and text with a video assessment of your finances,

FREE FINANCIAL ASSESSMENT

When you request a free financial assessment, we give you an assessment of the most important areas of your financial lives. We also answer any question that is specific to you, such as “can I afford this house” or “should I pay off debt or invest”?

What makes Stewardship so different?

Fiduciaries. Not Salesmen

Legally, we are only able to act in your best interest as we give advice with wisdom and love. No sales. No Pressure.

Sensible Guidance. Not Confusion

We communicate in simple terms as we work together to remove financial uncertainty and gain financial confidence.

This is a free Financial Assessment you will love from people you trust.

Get your free assessment

Or give us a call at 602-384-2604.

Additional details on what we review

Our framework focuses on 10 key financial elements through an app called Elements. Think of Elements like going to the doctor. Before they dig deeper on specific issues, they check your heart rate, blood pressure, and more. We do the exact same thing, but for financial health indicators.

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 Financial Advisors we use this framework to provide a wise assessment and communicate it with kindness and clarity.

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

We simplify the complex, and customize everything to your comfort and financial well-being. Here is what you can expect:

FINANCIAL ASSESSMENT

Your Team of Advisors

Jake NortonFinancial Advisor

Brian ReamFinancial Advisor

Donna RivitusoCustomer Experience Manager

Schedule An Appointment

Or give us a call or text at 602-384-2604

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