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?
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.
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: