Lifelong guidance

Lifelong guidanceLifelong guidanceLifelong guidance

Christian financial advisors providing planning & investment management in Spokane, WA.

Lifelong guidance

Lifelong guidanceLifelong guidanceLifelong guidance

Christian financial advisors providing planning & investment management in Spokane, WA.

No products, no commissions.

Financial Advisor smiling and shaking a client's hand

Make a plan

Being good stewards with what we've been given means making a plan. At Stewardship Concepts, our financial advisor helps create a clear path. Feel confident about the future. Identify any financial holes in your current plan.

Young financial advisor laughing wearing a blue dress shirt in his office

Why us?

Our financial advisors offer Christian-based advice on the many financial pieces of your life. No commission or products. We are an unbiased third party. Being transparent is important to us including how we get compensated.

We specialize in helping Spokane business owners with retirement plans and personal finances.

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Serving clients since 1998, face-to-face in Spokane WA, and virtually across the United States.

Our 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

Life happens

Bringing clarity, our financial advisor guides you on how the financial puzzle pieces fit together. Our successful clients know that life is unpredictable. As life changes, your financial plan needs to as well. Confidently know that our CERTIFIED FINANCIAL PLANNERS™ proactively update your financial plan so you can be confident now and worry less.

Where are you?

Topography map with a trail showing life events that a financial advisor helps with.

Let's talk

Find out if we are a right fit for each other. Pick a time on Calendly to have a quick 15-minute phone call with a financial advisor. If both of us feel like it would be a good fit, there are two services that we provide: financial planning and investment management. Most of our clients do both.

Financial planning cost

A typical 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 counsel other than comprehensive planning is required, the hourly rate of $175 is charged.

Investment management cost

Investment management can be a stand-alone service or offered with financial planning. Our investment management cost is transparent and fair. 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.

Get Started

Meet The Team
Get Started
Financial Planning
Investment Management
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7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

(509) 443-0845

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.