Stewardship Financial

Customized advice to help you build and protect your wealth.

Financial planning and wealth management from people you trust.

SCHEDULE AN APPOINTMENT

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 Membership

$1088annually

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

1%of the assets managed

All Planning Membership features
$200,000 investment minimum
Customized investment portfolios
Access to alternative investments
Ongoing tax planning strategies
Collaboration with other Advisors

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.

schedule an appointment

Or call or text us at 602-384-2604

An Inc 5000 and Financial Times Fastest Growing Company in America

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.

Stages of Wealth Info Graphic For Web-01

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

schedule an appointment

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.

Schedule An Appointment

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.

schedule an appointment

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:

Schedule An Appointment

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

Our fee for managing investments is 1%

Our fee for managing an investment account for any client is a percentage of the assets we manage. The fee we charge is 1% of your investment account balance.

How It’s Paid:

No need to cut a check manually. It’s automatic. One month of our annualized fee is paid to us from your assets at the beginning of each month.

Here is an example: If we managed $250,000 of your assets the annualized fee would be the 1%. The monthly fee that would automatically come to us would be $208.33 ($250,000 * 1% = $2,500 annualized which $208.33 a month when $2,500 is divided by 12)

We don’t get paid commissions based on the investments sold to you. Instead, we give you sensible advice with your best interest at heart. And our compensation model reflects that.
Our income is a direct reflection of the performance of your assets.

Your Team of Advisors

Jake NortonFinancial Advisor