Our Fit Process
The Stewardship Advisors team uses a systematic, thorough process to help ensure that our clients define and achieve their financial goals. Our process is collaborative—you define and work toward your objectives, while we provide expert guidance and support.
Our First Meeting Together
Our process starts with what we call a “Fit” meeting. The Fit Meeting lasts about 45 minutes and gives us a chance to talk and learn more about each other with no financial commitments. You do not need to bring any financial documents or paperwork with you to this meeting; we are primarily interested in learning about you. We want to hear your story and we will share ours too so we can get to know each other better. You can use this time to assess our practice and approach to ensure we can deliver what you are looking for. We’ll do the same to ensure your needs and expectations are a good fit for our philosophy and approach.
We believe the best decisions are made in an unhurried manner, so there’s no pressure to move forward immediately. We’ll follow up with you after about 48-hours to make sure we’re both on the same page. We’ll move ahead, if and only if, we mutually agree there’s a fit.
For every goal, there is a path that is most effective, efficient and safe. We map out these paths and present them for your approval in a comprehensive financial plan.
Next it’s time to put our recommendations into effect. Our team will handle the implementation of certain recommendations, and trusted experts, including lawyers, accountants, bankers and others will handle others. The Stewardship team acts as an orchestra conductor during this process to help ensure that all the aspects of your plan move forward in coordinated fashion.
At this stage, you’re on your way to achieving your goals. But we’ll continue to walk with you, providing timely advice, making sure you remain on track in your investments and other areas, and keeping you fully updated. If and when your situation or goals change, we’ll update your plan accordingly.