• Menu
  • Skip to right header navigation
  • Skip to content
  • Skip to footer

Before Header

Call us today for help!  (800) 555-2840

  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Wise Stewardship Financial Planning

Fee-Only, Fiduciary Financial Planning

  • ABOUT
    • About
    • Our Values
    • Investment Management
    • Frequently Asked Questions
  • MILITARY
  • BLOG
  • SERVICES AND PRICING
  • RESOURCES
  • CONTACT US
  • SEARCH
  • About
    • Our Values
    • Investment Management
    • Frequently Asked Questions
  • Military Start Here
  • Wise Stewardship Blog
  • Services and Pricing
  • Resources
  • Contact Us

Mobile Menu

Free Consultation!

Reach out today for a free virtual consulation with Daniel.
SCHEDULE NOW

  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Welcome to Wise Stewardship

Grief is hard. Sometimes determining what’s next is even harder.

I know because I’ve walked that road before.

Wise Stewardship Financial Planning is here to help widows and widowers across the U.S. with financial planning and advice.

FREE CONSULTATION  WHY CHOOSE US?

Why Wise Stewardship?

We are uniquely positioned to help widows and widowers figure out what’s next.

Fiduciary

That’s just a big fancy word meaning that we only work in your best interest 100% of the time and are personally liable if we give bad advice. We put it in writing by signing a fiduciary oath to prove it.

Fee-Only

The only way we are compensated is by you, our client. We believe in clear, transparent pricing, and we never take any commissions or have any hidden fees. We only work for you. Period.

Our Story

Like you, we know what loss is like and how it affects your financial life.  We compassionately guide our clients with financial planning and advice as a trusted companion in your ongoing grief journey.

Learn More >>

About Daniel Kopp

Hello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, financial planner, and Christ-follower. I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their families.

Grief changes everything. I know that all too well from personal experience as I became a widower at 31 and before that, father to 3 children in heaven. My passion and purpose now is to take what I’ve learned from those experiences combined with financial planning and advice to be a help to you in your own unique grief journey. Wise Stewardship works together with you to help gain stability in your current financial situation, prioritize next steps, and walk with you into a new and different future.

More About Daniel’s Story >>

How Can We Help You?

Comprehensive Financial Planning

Our comprehensive plan provides a complete overview of your entire financial life, helps you determine what action steps to take to meet your goals and needs, and then provides ongoing support and advice to implement each part of your financial plan. It gives you complete, ongoing access to WSFP regarding your financial life for all the questions and changes that life may bring. Investment management is available as an additional service to our comprehensive financial planning clients.

Hourly or Foundation Plans Financial Planning

WSFP offers these options for clients that would prefer creating a comprehensive plan and then implementing it on their own. We work together for several meetings providing a complete overview of your financial life, crafting goals and action steps before you then work on your own to implement the financial plan. Hourly planning offers an additional option fully customizable to your unique situation, needs, and questions on a narrower scope than a comprehensive plan.

Quick Start Plans

Have a specific question related to just one or two common issues? WSFP offers Quick Start Plans coverings some frequently asked questions by our clients.

Learn More >>

The Latest From the Blog!

Stay up to date on our latest articles and what we are doing to serve and help our community of widowed spouses.

survivor benefit plan analysis

A Little Help with Survivor Benefit Plan Decision

Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life.  It can also be among the most confusing, emotional, and…

A Little Help with Survivor Benefit Plan DecisionRead More

what is financial planning - beach

What is financial planning about?

What is financial planning about? This is a common question we get asked. After all, isn’t financial planning just something we do as a part of our lives? Why should you hire a financial planner to…

What is financial planning about?Read More

WSFP’s Answers to 10 Questions to Ask When Hiring a Financial Advisor

Being a financial advisor/planner is personal to me.  Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor.  When I was grappling…

WSFP’s Answers to 10 Questions to Ask When Hiring a Financial AdvisorRead More

questions to ask when hiring a financial advisor

10 Questions to Ask When Hiring a Financial Advisor

I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them.  Now you can use them too. Hiring a professional financial advisor can be a challenge.  After…

10 Questions to Ask When Hiring a Financial AdvisorRead More

Advice for the Newly Widowed – Perspective from a Fellow Widower

Lessons Learned in my Grief Journey The death of your spouse tops the charts as the number one most stressful event in life. I know. This happened to me when I became a widower two years…

Advice for the Newly Widowed – Perspective from a Fellow WidowerRead More

Only Hire a Law Firm That Specializes In The Practice Area You Need

Why Should You Hire a Fee-Only Financial Planner

Why Fee-Only? There are very few products or services out there where the consumer doesn’t really know the cost of what they’re getting. But when it comes to financial advice, what you don’t know can really hurt you.…

Why Should You Hire a Fee-Only Financial PlannerRead More

View All Articles >>

Wondering what to do now? Or where to even begin? 

Schedule a free, no-obligation consultation today.

Although each grief journey is unique, let us share our experience to help guide you. We have both training and experience to help you prioritize the immediate decisions that must be made and determine what’s next. By providing you with objective, impartial and confidential financial planning and advice we are here to help you find answers at your pace.

SCHEDULE NOW

Footer

About Us

We offer both in-person and virtual planning services including on-demand financial and investment advice.

  • Facebook
  • Instagram
  • LinkedIn

Contact Us

Wise Stewardship Financial Planning
(857) 209-8437
Daniel@WiseStewardshipFP.com

348 Cambridge Rd Suite 107
Woburn, MA 01801

Newsletter

Sign up to get free resources, articles, and information from our firm.

We promise to protect your privacy.

Recent Blog Posts

  • A Little Help with Survivor Benefit Plan Decision
  • What is financial planning about?
  • WSFP’s Answers to 10 Questions to Ask When Hiring a Financial Advisor

Site Footer

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Wise Stewardship Financial Planning LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

ADV Part II  |  Privacy Policy |  Disclosures

Copyright © 2019 Wise Stewardship Financial Planning · All Rights Reserved · Development by Mathias Media