Too often, investment and retirement planning are viewed as a one-size-fits-all plan. Simply input how much you make, when you want to retire, and out pops investment advice. That might be great for a robo-advisor, but if you are like most of our clients, you are looking for something more.
Custom Financial Planning for Your Goals, Dreams, and Life Situation
At Stewardship Advisors, we start any financial planning meeting with where you currently are and where you want to be in the future, discussing the things that really matter: your possibilities, goals, dreams, and plans. By focusing on the why, we can create a custom financial plan that measures success not by the highs and lows of the stock market, but rather by how soon you can achieve your goals.Are You Ready for Life’s Transitions?
Did you know there are 52 different life stages and events that can affect your financial planning? Some life transitions – like starting your own business, sending kids to college, or retirement – you can know and plan for years before they happen; other life transitions – like death, loss of a job, or end of a relationship – are unexpected. Yet all of these can drastically impact your short- and long-term financial planning. Each year, we send our clients a life transition survey. With this tool, we can keep track of how your plans may change based on the expected and unexpected events in life.
