Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

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INSURANCE

Protection on your assets
from the unexpected

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FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

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INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

Medicare Annual Enrollment Period Explained

Every year, Medicare Advantage and Prescription Drug Plans can make changes. This includes modifications to benefits, cost, and their network of pharmacies and providers. As a result, people with Medicare have the chance to make changes to their coverage during the...
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4 Tips to Save Money This Week

I know for me, the intention is always there to save money, but life happens. I sometimes used to find myself scraping by as the end of the month approached. I wanted to share some quick tips to help you put some money away to make sure that isn’t the case this month,...
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Medicare Explained: What You Need to Know

If you work in the United States, you pay a Medicare tax on your earned income which helps fund the program. Medicare is a federal health insurance entity for people 65 years or older, younger individuals with disabilities, and those with end-stage renal disease. So...
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Should I Include Flood Insurance on My Homeowner’s Policy?

Owning a homeowner’s insurance policy is great! In most cases, it protects against things like theft, liability accidents at your home, and instances of weather damage. However, one of the things most home insurance policies do not protect against is flooding caused...
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How Does Life Insurance Work?

Life insurance, along with disability insurance, is foundational for proper financial planning. Life insurance protects your family from financial disaster should an unexpected death occur. A “term” life insurance policy is quite simple—you are insured for a certain...
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