One-on-One

 

    Consultation 

Our Ideal Client

 

Here at Financial Stewardship Partners we prefer to work with clients who match our unique character profile. To help you determine if we might be right for you, we've outlined our ideal client profile below.

 

 

• Enjoy open, honest, genuine  personal relationships and making a difference in other people’s lives

• Have a positive attitude about life, look for the best in people, and have a strong desire to grow spiritually, personally or professionally

• Are committed to implementing a written financial strategy in order to pursue important goals in life

• Want the freedom and simplicity of having their assets under the vigilant eye of a financial advisor

• Are financial “delegators” who seek, respect and follow professional advice

• Take action based on disciplined financial investment strategies instead of reacting to financial propaganda, conflicting opinions and events outside of their control

​

 

If you feel you match this profile then I invite you to inquire about a no cost, no obligation meeting to explore the potential value of working together.