Financial planning traditionally has been available exclusively to high net worth individuals. At Stewardship, we have made financial planning accessible to everyone.
Whether you are a recent college graduate starting a career and family or a retiree with the kids out of the house—we’re here to help.
Our services are offered on a monthly subscription—similar to a gym membership—so that we can truly partner with you to help you execute our recommendations. This way, you can think of us as your personal CFO—available at any time whenever additional guidance and support is needed.
Among other things, a good financial plan addresses:
- Cash flow and budgeting
- Workplace benefits
- College and retirement saving
- Debt reduction
- Tax planning
- Insurance and estate planning
Because Stewardship Financial is a Registered Investment Advisor, our advisors are fiduciaries. This means that our customers and their needs are placed first, which is what you’ve come to expect from Stewardship.
Contact us to find out how a partnership with our Stewardship Financial advisors can help you!
About the author: Jeremy Sharp
Director of Financial Planning
Jeremy Sharp is the Director of Financial Planning at Stewardship Financial. Jeremy loves helping people figure out ways to organize their financial life and make better decisions with their money. Jeremy and his wife have two boys and is an avid fan of New England sports.
Connect with Jeremy