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Stewardship for Life

Our Approach & The Model Relationship

Traditional Relationship

The traditional approach

Isolation Model

The isolation model stifles teamwork and creates barriers between you and your advisor. Financial plans and strategies may be developed without all the pertinent information available. You, the client, carry the burden of juggling materials and information from many different professional sources.

Stewardship For Life

Holistic Functional Model

The holistic functional model unites you and your financial advisor for your financial journey. The advisor can work cooperatively with other professionals on your behalf. These key partners can update each other on crucial information. You can experience the peace of mind and freedom of having a financial team on your side that truly works for you & with you.

Ongoing Process

Our approach

We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.

Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.

Being a fiduciary is much more than how you pay for services.

The Scalable Hybrid Relationship

Our clients prefer a scalable, transparent relationship for our compensation. You get what you pay for. Often a fee based or advisory relationship fits the best; but not always. Sometimes our clients need a solution that is commission based to help fill their specific needs. We feel strongly in finding and agreeing upon the right solution for the client first.  Then we find that transparency is key to fulfilling our fiduciary relationship.  It seems counterintuitive to limit the solutions available to our clients solely based on compensation models.  It is OK if you feel differently; we will adjust as best we can to work the way that is most comfortable for you.

Working Together: Expectations for a Successful Relationship

At our financial advising practice, we believe in building strong, collaborative relationships with our clients. To achieve your financial goals, clear communication and shared expectations are key.

What You Can Expect From Us:

  • Client-Centered Planning: All our recommendations will be based on a personalized financial plan designed to help you achieve your unique objectives.
  • Efficient Service: We strive for prompt and accurate execution of trades, orders, applications, and any service requests you may have.
  • Clear Communication: You can expect a prompt return of written correspondence, and we are committed to keeping you informed about your financial situation.
  • Regular Reviews: We will proactively offer periodic reviews to assess your progress and adapt your plan to life changes.

How You Can Help Us Serve You Better:

  • Responsiveness: When our office contacts you, your timely response allows us to address your needs efficiently.
  • Open Communication: Please keep us informed about any changes in your life that may impact your financial plan, such as changes in goals, family circumstances, address, employment, or income.

By working together and openly communicating, we can  better enable you in your Stewardship for Life.

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