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"

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

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

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

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!

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.