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.
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.
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.
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.
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
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
My Secret to Success for New Year’s Resolutions
Every day I see evidence that we are still in the midst of New Year’s resolutions season. My gym is much busier than it was in the preceding months and social media is plastered with people…
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…
What is financial planning about?
What is financial planning about? This is a common question I 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…
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
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.