Financial Planning
Financial Planning
DNA Process
Our team has developed and refined the DNA process to help people connect the financial puzzle pieces of their life:
- Develop a plan
- Navigate life
- Achieve goals
We Address
We Address
- When can I retire?
- How much should I save each year?
- How should I budget?
- How can I leave a legacy?
We Address
We Address
We Address
- How should I use my monthly leftover cash?
- What account I should contribute to?
- Do I need life insurance?
We Address
- How do I maximize social security?
- How can I pay less taxes?
- How do I help my children with education?
What is Financial Planning?
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.
Where Are You?
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.