For a no-cost, no-commitment meeting to see if we are a good fit for each other.
If both of us want to move forward, we provide two services: financial planning and investment management. Those services can be provided stand-alone or together.
Investment management can be a stand-alone service or offered with financial planning. Our investment management cost is transparent. Take a look here. The ongoing relationship includes future financial planning updates, questions, and meetings with a financial advisor at our office in Spokane or virtually.
The engagement starts with a comprehensive financial plan of a flat cost of $1,750, which covers all meetings, documentation, and implementation activities—taking us roughly 10 hours to complete. If specific planning other than comprehensive planning is required, the hourly rate of $175 is charged.
We are at the US bank building north of the Golden Corral on Divison. You will find our office on the second floor, up the stairs or elevator, down the hallway to your right, and on the right-hand side.
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
Copyright © 2024 Stewardship Concepts Financial Services, LLC - All Rights Reserved. Stewardship Concepts Financial Services LLC is a registered investment adviser in the State of Washington, Idaho and Montana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.