All it takes is an email or phone call. The first step is a 5 – 10 minute phone conversation. If you choose to continue, next is a complimentary face-to-face meeting in our office. At that meeting, Stewardship will get a detailed understanding of your situation and should be able to give you the cost for the services you seek.
Expect a zero-pressure experience during this meeting. We’ll never push you to do anything. We only want you to hire us if you think it makes good sense. The goal is a relationship based on mutual respect and commitment. The end result will be a detailed plan addressing your needs and goals. We will explain the rationale behind our solutions and the actions necessary to implement those solutions. The reports you receive will be thorough, understandable and contain step-by-step action items for you to implement. You always retain full possession and control of your investments. We’re available to help (and execute trades) if needed.