At Stewardship Advisors, LLC, we are proud to use what we believe is the most client-centered fee structure in the market. With our boutique options and through our Fit Process, we will help you determine which option is best for you.
We help clients navigate the many choices and decisions they need to make throughout their lives. Here, our experience, approach and skills set us apart from the typical firm. Because we start with what’s important to you, we are able to tailor our services to your unique needs. This service is compensated by an agreed-upon-relationship fee that is billed quarterly.
We developed this service area to serve the next generation. Here, we use technology to assist us in delivering our services. Because of our Wealth Management experience, we are able to help clients through all stages of life. We have different compensation models for this service knowing that these clients are all at different starting points.
Hourly Planning Services
Our hourly planning services are extensive because of our real-life experiences and training. These services are billed on a hourly bases. We will help you determine which option would best meet your project or ongoing consultation needs:
- Cash Flow Analysis and Debt Management
- Employee Benefits
- Personal Retirement Planning
- College Funding
- Tax Strategies
- Estate Planning
- Investment Consultation
- Business Consultation