The Stewardship Financial Investment Management Framework focuses on 12 financial elements. We will monitor and manage these financial elements on an ongoing basis throughout the year. You will get scheduled quarterly engagements that concentrate on one or two of the elements, and impromptu communication from us if we notice one of these financial elements moving in the wrong direction. That’s right! We watch the movement of these elements in the background based on market conditions and the data you have made available to us.
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 “invest your money”. We will manage your investments and your financial plan with wisdom and love.
To learn more about each financial element click the questions and colored boxes below.
As our client, you get access to your ongoing financial plan and the status of your financial elements through an easy-to-use application. This app can be accessed from your phone or computer web browser. It is easy to get started and simple to use! For those who are intimidated by technology, no need to worry, we will walk you through the process and allow you to interact with the app however you want. Here is what it looks like: