Find out if we can help you and know if we are the right fit for each other. After a phone call to learn more about you with a financial advisor, we'll be able to determine if it's a good fit and if we should move forward.
If both of us want to move forward, there are two services that we provide: financial planning and investment management. Most clients do both.
A typical engagement starts with a financial plan for a one-time cost of $1,750. If we also provide ongoing investment management, it lowers to $1,000.
Our investment management cost can be found here. The ongoing relationship includes future financial planning updates and meetings with a financial advisor at our office in Spokane or virtually.
Call or send us a message for more options
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
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.