Why Wise Stewardship?
We are uniquely positioned to help widows and widowers figure out what’s next.
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.
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.
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.
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.
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…
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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…
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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…
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.