Our Process

Six easy steps to financial success

Step 1
3
Step 1

Initial Phone Call

Get to know each other and determine if we can help you with your financial needs.

Step 2
3
Step 2

Discovery/Roadmap Meeting

Spend time learning about you, your family, and what your vision and goals are.

Step 3
3
Step 3

Are we a good fit together?

(decision time)

Step 4
L
Step 4

Our Analysis

Our expert team with a combined 97+ years of wealth management experience will get together and start building a plan that you can follow with confidence.

Step 5
L
Step 5

Implement

During this meeting, we will begin to implement your investment allocation and financial plan.

Step 6
L
Step 6

Monitor/Improve

It does not end here…our expert team will set up routine meetings with you to review, monitor and alter as needed as life can change quickly.

Structure your investments carefully to retire comfortably. Have a clear, personalized plan to confidently achieve your goals.

Many people want to get their financial house in order but are unsure how. The uncertainty of the future makes them anxious about how the market will affect them. “Can I retire?”, “What are the best ways to prepare for retirement?”, “What can I do to become financially independent?”, “How can I get clear in order to achieve my goals?”.

At Stewardship Trust Advisors, we understand the uncertainties of preparing for the future. With personalized guidance and expert advice, we’ll help you navigate the path toward financial stability and retirement readiness, ensuring you’re never alone in your journey.