Our team has developed and refined the DNA process to help people connect the financial puzzle pieces of their life:
Financial planning is a 6-step process where our financial advisor looks at what you have, identifies goals, and gives actionable steps to achieve them. While identifying any missing financial pieces in your current plan. This is a snapshot. Regularly updating the plan to account for changes is important.
We are an unbiased third party. No commissions. No products.
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
Copyright © 2023 Stewardship Concepts Financial Services, LLC - All Rights Reserved. SCFS LLC Concepts Financial Services, LLC is a registered investment adviser in the State of Washington. 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.