Stewardship Financial

Customized advice to help you build and protect your wealth.

Financial planning and wealth management from people you trust.

Or give us a call at 602-384-2604

MULTIPLE INVESTMENT OPTIONS

CUSTOMIZED PLANS FOR YOUR GOALS

LOCAL ADVISOR:
NOT A CALL CENTER

Financial Planning built for each stage of your journey.

Financial Assessment

FREE
  • Introduction to a CFP®️ Professional
  • Elements®️ Financial Monitoring App
  • Review of 10 financial indicators
  • Encouragement on what is right
  • Suggestions on where to improve
  • Clarity on your “financial health”

A free review of your finances by a wise and loving Financial Advisor. We will let you know what you are doing right, what you could do to improve. A great way to try before you buy. Get started here.

Financial Planning

$189month
  • All Financial Assessment features
  • No minimum investment balance
  • Annual Financial Plan with Advisor
  • Quarterly reports and updates
  • Access to member-only content
  • Discounts to other Stewardship services
An annual plan offering guidance and resources for advancing in your wealth-building journey. For more information on this service go to our Financial Planning Membership page here.

Wealth Management

Tiered %of the assets managed
  • 0.5% to 1.25% of the assets managed
  • All Planning Membership features
  • $200,000 investment minimum
  • Customized investment portfolios
  • Access to alternative investments
  • Ongoing tax planning strategies
This is more than just stocks and putting your money in “the market”. It’s personalized wealth management with multiple investment options including our Financial Planning Membership.

Confused about which service is best for you? Schedule a free appointment below or give us a call. We would love to connect with you.

Or call or text us at 602-384-2604

An Inc 5000 and Financial Times Fastest Growing Company in America

Dave Ramsey Endorsed ELP Logo
Christian Wealth Management logo
Christian Wealth Management logo

Which stage of wealth are you in?

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 protecting your wealth and making a different impact because of the wealth you have built.

No matter your stage, we have a financial planning service for you!

Or give us a call at 602-384-2604

Here are a few ways we can serve you.

  • Start a new general investment account or qualified account like an IRA, 401(k), 529, and more.

  • Roll over existing investment accounts from previous employers that are just sitting there.

  • Move investments that are currently being managed by a different Advisor or institution.

  • We will find any holes in your financial picture and give practical steps to maximize efficiency.

  • Use practical benchmarks based on your age and income level to ensure you don’t “fall behind”.

  • Receive ongoing advice and planning as your life progresses and changes.

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

What makes Stewardship so different?

Fiduciaries. Not Salesmen

Legally, we are only able to act in our customers 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.

Financial Planning you love by people you trust.

Or give us a call at 602-384-2604

Answering your questions proactively

Our framework focuses on 10 key financial elements. For our Financial Planning Members and Wealth Management clients, we regularly monitor and manage these elements throughout the year. 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 “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 or colored boxes below.

Everything In One Convenient Place.

Access your financial plan and view the status of each element 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:

Executed by professional Advisors with a relational approach.

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

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

Investment Management Cost

Our fee for managing your investments is based on a percentage of the assets we manage for you. Here’s our tiered schedule:

  • 1.25% on the first $500,000
  • 1.00% on the next $1,000,000
  • 0.75% on the next $3,500,000
  • 0.50% on anything above $5,000,000
  • If you have less than $200,000 in assets under our management, there’s also a $189/month financial planning fee.

How It’s Paid
No checks. No manual payments. Your fee is automatically deducted from your account each month—just one-twelfth of your annual fee.

  • Example:
    If we manage $850,000 for you, here’s the breakdown:
  • Because there is more than $200,000, there is not a $189/month financial planning fee
  • First $500,000 in investments: 1.25% annual rate.
  • Second $350,000 in investment: 1.00% annual rate.
  • Annual investment fee: $9,750 (1.25% of $500,000 plus 1.00% of $350,000)
  • Monthly investment fee: $812.50 ($9,750 ÷ 12)

Why We Charge This Way
We don’t earn commissions for selling investments. We’re here to give you clear, sensible advice that’s in your best interest. Our income grows only when your investments grow—our goals are aligned with yours.

Your Team of Advisors

Jake Norton
Jake NortonFinancial Advisor
Brian Ream
Brian ReamFinancial Advisor
Donna Rivituso
Donna RivitusoCustomer Experience Manager

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

Recent Articles About Financial Planning and Wealth Management

The Rule of 144

Reading Time:  2  minutes**Most people stop the compounding conversation way too early.** They celebrate the double. Then they move on. They know the Rule of 72. They can quote it. They understand that at 10 percent their money doubles every 7.2 years. And then… they stop thinking about it. But the real story of compounding does not end when your money doubles. That is where it starts to get interesting. Because the gap between milestones starts to shrink. What took over seven years at the beginning suddenly takes four. Then three. Same money. Same return. No extra effort. Most people have never been shown that part. And when you see it, the question changes. It is no longer “Is this enough?” It becomes “What do I need to stop doing so this can actually work?”