About Simply Steward
Since you are visiting our site, you are probably someone that realizes you are not being the best manager, or steward, of your money that you could be. There are two reasons most people are not maximizing their financial resources. The first is a lack of time - most people would rather be spending time growing in their career, spending time with family, and enjoying life. The second is a lack of knowledge - the financial landscape is extremely complex when layering in investment, tax, insurance, estate, and retirement planning. We personally believe that God expects us to be good financial stewards. You may not share this belief, but there are others that count on you for good financial stewardship: your future self, your family, your community, and the charitable organizations that are dear to your heart. We want to work with people that share our stewardship mindset. If that is you, let's talk about whether Simply Steward can help you be a good steward of two of life's most important resources: time and money.
Integrity. Trust. Confidentiality.
Not Just a Financial Plan, But a Life Plan
At Simply Steward, we simplify reaching your financial goals by gaining a deep understanding of your life goals. Through analyzing the complexities of your unique situation we are able to provide you with the tools, knowledge, and support to be successful.
As a fee-only planner, we do not sell any financial products - ever. We also receive no commissions or any other monetary compensation from financial product companies. You can be confident that the recommendations we make to you are in your best interest.
As a fiduciary planner, we are required by law to always act in your best interest. At Simply Steward, we always operate in an objective, unbiased manner, and eliminate or disclose any potential conflicts of interest. Our focus is providing you with the highest level of personalized service comprised of professional, independent, and unbiased advice.
A Holistic Approach To Meet Your Unique Needs
We take a holistic approach to personal financial planning. What does a holistic approach mean? A holistic approach means we evaluate all areas of your financial life, including your financial and life goals, to ensure the plan we provide you aligns each aspect of your financial life with what is truly important to you.
Our services are comprehensive and tailored toward your unique needs. We offer the following services:
Small Business Planning
Small business owners are faced with unique financial challenges. We will specifically advise and educate you on:
Solutions That Fit Your Needs
Whether you’re a small business owner, a well-established or young professional we’ve developed two plans to fit your needs and budget.