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Planning Solutions That Fit Your Needs


We have two options to meet the needs of people that want to be the best stewards of their financial resources they can be.



STEWARD360 Process

Steward 360 Financial Planning Package

The Steward360 Process is a comprehensive planning process where we help you Assess where you are currently, Envision your life and calling now and in the future, and Realize your vision by maximizing the stewardship of your time, talent and financial resources. 

Financial planning is not a one-time product. Good financial stewardship is an ongoing process. Our Steward360 Process provides you with unlimited access to an advisor - call, email or come into the office as many times as you need. 

Fees are based on the complexity of your financial situation and typically range from $3,500 to $10,000 annually. This option typically benefits individuals and families the most with annual incomes of more than $200,000 or a net worth of $500,000 or more.

STEWARD LIMITED

Steward Limited Financial Planning Package

The Steward Limited service is a short-term project for cases where you may have questions or need advice and help regarding a specific situation rather than ongoing planning as provided in the Steward 360 plan. 

For example, you may want to know how to invest your 401k or how much to save and where to save for a child's education. Depending on the complexity and scope of the issue you need help with, we will agree to meet a certain number of times. 

Fees are likely to be between $2,000 and $3,500 for the Steward Limited, and will vary with the complexity of your situation.


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