What is The Stewardship Solution?
The Stewardship Solution is a fee-based financial planning and investment advisory firm dedicated to serving clients based on timeless principles of biblical stewardship. We believe that money is the way that you work out your values and belief system, and effective planning can help you to fulfill the life priorities that matter most to you.
What's the first step in this process?
The most effective way to get started is through an complimentry initial consulation by phone or in-person to get to know you, your goals, and how I can best assist you. I'll take time to explain all the options of working together, disclose all compensation arrangements, and we can mutually determine if there is a good fit.
What can I expect when meeting with you?
Although I am the Investing ELP, as a Certified Financial Planner, I want to integrate all aspects of your money into one coordinated game plan that effectively uses all your financial resources. This involves your financial goals, current situation, cash flow, investment strategy, and insurance coverages, to name a few. Your investment strategy flows out of an understanding of all aspects of your financial life.
I wasn't expecting to be contacted by anyone. What if I'm not ready to meet with you?
Some people go through the ELP portal out of curiosity, not intending to be contacted by an ELP. If this describes you, just let me know. I would still like to put free resources in your hands and add value to your life along the way, though. You are always free to "unsubscribe" from any communications I send your way.
If you are not ready to move forward, please give me the courtesy of letting me know. I am held to high standards to get in touch with you, and ignoring emails and phone calls only leads to mutual frustration.
I'm ready to get started. What do I do?
Get started with our free Focused Phone Fact Finding here:
Thanks for the trust you've placed in me by getting in touch. I look forward to the opportunity to serve you!
Derrik