Wise Stewardship Financial Planning is here to help widows and widowers across the U.S. with financial planning and advice. That's just a big fancy word meaning that we only work in your best interest 100% of the time and are personally liable if we give bad advice. We put it in writing by signing a fiduciary oath to prove it.
The only way we are compensated is by you, our client. We believe in clear, transparent pricing, and we never take any commissions or have any hidden fees. We only work for you. Like you, we know what loss is like and how it affects your financial life. We compassionately guide our clients with financial planning and advice as a trusted companion in your ongoing grief journey.
The only way we are compensated is by you, our client. We believe in clear, transparent pricing, and we never take any commissions or have any hidden fees. We only work for you. Like you, we know what loss is like and how it affects your financial life. We compassionately guide our clients with financial planning and advice as a trusted companion in your ongoing grief journey.
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In the midst of all that, your financial life might be completely rearranged, irrevocably changed by loss of income or even by life insurance or other death benefits. If your grief is anything like mine was, just getting through the day-to-day responsibilities was hard enough. Trying to figure out your finances might seem crushing or impossible.
Wise Stewardship Financial Planning takes a holistic approach, focusing on helping you navigate your financial life according to these core values. My personal philosophy on money can best be summed up with the concept of stewardship, hence where the name of the company came from. A dictionary definition of stewardship is "the responsible overseeing and protection of something considered worth caring for and preserving."
We provide a diverse array of portfolios to cover the spectrum of risk tolerance and required rates of return. We believe that equities (stocks) are the primary means for outpacing inflation over the long run, and fixed income (bonds) provide ballast to moderate portfolio volatility. In today's global economy, we recognize that there are extremely profitable opportunities based in almost all countries of the world and trade in as many currencies.
Younger widows and widowers who typically still have children somewhere in the picture (We leave that up to you to define); Servicemembers and their families; We also work with clients which we have had relationships in the past. Quite possibly, yes, especially if our philosophy and story resonate with you! - We believe that there's a financial planner for everyone.
This is the foundation of financial planning. Whether your goal is "Provide for my kids while I figure out what's next" or "Do I have to sell the house now that I'm widowed?" or "I don't even know what to do next." Knowing where you are at right now is the necessary first step to moving towards the goals and values that are important to you.
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