- We are a fee-based financial planning and investment management firm dedicated to providing our clients unique solutions for today's financial challenges.
- We are independent and have no allegiance to any financial product providers.
- We believe that the most appropriate financial strategies integrate all aspects of your finances into one coordinated game plan to enhance your resources and eliminate gaps or overlap.
- We are committed to working with clients regardless of their geographic location by using the latest connection technology.
- We see money as they way that people work out their value system and an integral way that they fulfill their highest priorities in life.
- We are committed to using timeless principles such as "spend less than you earn", "avoid the use of debt", "build reserves", "set long term goals", and "give generously".
- We are already convinced that we can help you plan and manage your finances to fulfill what matters most to you, but we understand that you may need some time to discover that. The goal of our website is to provide free resources to help and build trust with you.
Derrik Hubbard, CFP®
Owner of The Stewardship Solution