Can we meet with you if we don't live in your area?

At Stewardship Investments we understand that every client is unique and may have different preferences when it comes to meeting. That’s why we offer both virtual and in-person options to ensure that you receive the support and guidance you need. Whether you prefer a convenient virtual meeting via Zoom or an in-person consultation, we are here to accommodate you. We work with clients all over the United States. 

Are you a Fiduciary?

As a fiduciary, we are held to the highest ethical standards and are required to act in your best interest at all times. Our team of professionals is dedicated to providing you with personalized solutions tailored to your unique needs and goals. We believe that the foundation of a successful financial plan is built on trust, transparency, and a deep understanding of your financial situation. With Stewardship Investments, you can feel confident that you are working with a team that has your best interests at heart.

What does it mean that you are a Christian firm?

We are proud to be a Christian-based firm. Being a Christian firm means that our beliefs and values are rooted in the teachings of Jesus Christ. We believe in conducting business with integrity, compassion, and a commitment to serving others. Our approach to financial planning is guided by biblical principles, including stewardship, generosity, and wise management of resources. We strive to provide financial solutions that not only meet our clients’ financial goals, but also align with their values and beliefs. 

What would it look like to meet with you?

We believe that a successful financial planning relationship requires mutual fit and understanding. That’s why we begin our engagement process with an introductory phone call to get to know you. Typically, the next step is a Discovery Meeting, where we take the time to understand your individual needs, values, goals, and concerns. Our focus during this meeting is to gain a comprehensive understanding of who you are as a person, not just as a set of financial numbers. Following the Discovery Meeting, we utilize the information gathered to create a customized financial plan, which we present to you during a Planning Meeting. After presenting the plan, we then encourage you to take time to prayerfully consider the recommendations. Once you have had time to review the plan, we schedule a Mutual Commitment Meeting to determine if we are both comfortable moving forward. Please note that there is no cost associated with our Discovery or initial Planning Meetings.

How much is enough?

In both our financial and spiritual lives, sufficiency is a balance we seek. Financially, it’s wise to live below our means, save for the future, and be generous in our giving (Proverbs 21:20, Luke 6:38). Yet, the pursuit of wealth for its own sake can lead to discontentment (1 Timothy 6:9-10). Contentment, guided by gratitude, is the key.

Spiritually, “enough” can be found in a close relationship with God. In Matthew 6:33, we’re reminded to seek His kingdom first. Our pursuit of Him should be insatiable yet fulfilling. Recognizing that our spiritual journey is a lifelong process keeps us humble and content in our walk with Him.

Ultimately, “enough” is not about a specific dollar amount or spiritual achievement but about finding balance, contentment, and purpose in both our financial and spiritual lives.

Does what I'm investing in matter?

We offer you the opportunity to align your values and finances. The Bible emphasizes the significance of ethical investing. Proverbs 13:11 states, ‘Dishonest money dwindles away, but whoever gathers money little by little makes it grow.’ This reminds us that the means by which we accumulate wealth matter. As faithful stewards, we should seek investments that align with principles of honesty, integrity, and responsible stewardship. By avoiding ill-gotten gain, we not only honor God but also contribute to the lasting impact of our financial choices in accordance with biblical teachings. 

“What you do with your resources in this life is your autobiography.”

—Randy Alcorn

Still Have Questions?

Don’t hesitate to reach out to us anytime