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Wise Stewardship Financial Planning

Financial Planner for Widows & Military

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Reach out today for a free virtual consulation with Daniel.
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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, CFP® Professional, 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.

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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.

Helping Your Children Grieve Well as a Widow

Helping Your Children Grieve Well as a Widow

Learning how to help your kids after the death of your spouse is one of the most important things you can do for them and yourself. I was only a few paces out of the Emergency…

Helping Your Children Grieve Well as a WidowRead More

What to Know Before You Hire a Financial Advisor

Financial advisors often miss that widows aren’t prepared to process investment-only thinking. Here’s what you need to know to find answers to your financial questions and what to know before you hire a financial advisor. He…

What to Know Before You Hire a Financial AdvisorRead More

Go Ahead and Cry: Healing from the Pain of Grief by Embracing It

He’s in a better place. Time heals all wounds. Don’t worry; you’re young enough to start over; God works all things for good; Rejoice in his homegoing! Maybe you’ve heard some of these well-intended statements that…

Go Ahead and Cry: Healing from the Pain of Grief by Embracing ItRead More

youre a widow now what

You’re a Widow, Now What?

You’re a Widow, Now What? — What do do when your husband dies. How to deal with finances, brain fog, and finding help My husband died, and I’m unsure how to manage the money. How do…

You’re a Widow, Now What?Read More

Three Strategies to Help You Work Through Financial Anxiety

Three Strategies to Help You Work Through Financial Anxiety Financial fears abound in our post-pandemic world. Everyone is concerned about the stock market, the recession, and the price of gas. But perhaps no one feels money…

Three Strategies to Help You Work Through Financial AnxietyRead 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

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

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About Us

We offer financial planning and investment advice for clients across the United States in a virtual format.

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Contact Us

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

8374 Market St. Suite 137
Lakewood Ranch, FL 34202

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Recent Blog Posts

  • Helping Your Children Grieve Well as a Widow
  • What to Know Before You Hire a Financial Advisor
  • Go Ahead and Cry: Healing from the Pain of Grief by Embracing It

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WISE STEWARDSHIP FINANCIAL PLANNING, LLC (“WSFP”) is a registered investment advisor offering advisory services in the State(s) of MA, TX, FL and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WSFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WSFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

 

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.

 

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