My Values

Wise Stewardship Financial Planning takes a holistic approach, focusing on helping you navigate your financial life according to these core values.

Stewardship – My Perspective

My personal philosophy on money can best be summed up with the concept of stewardship, hence where the name of the company came from.  A dictionary definition of stewardship is “the responsible overseeing and protection of something considered worth caring for and preserving.”  Another word we often use in this same concept as it relates to finances today is fiduciary.  I strongly believe in transparency and offering fee-only financial planning free that removes the conflicts present in commission-based financial services.

I believe I have a broad responsibility of being a wise steward of the many blessings, not just financial, that I have been given.  First and foremost, I have that responsibility to God to use His abundant provision with an eternal perspective.  I must be mindful to not separate God’s gifts from His purpose … He has so blessed me so I can bring honor and glory to Him and be a blessing to others!  Secondly, I have a responsibility to provide and care for my family with wise planning for our finances.  Lastly, I have a responsibility to all those whom I am privileged to work with and educate including each and every client.  I make a promise that I will apply those same fiduciary principles of stewardship to everything I do.

Communication

You can expect clear, proactive communication. I interpret language from other professionals and act as a liaison to communicate with other professionals on your behalf.

Partnership

I like to work in conjunction with you so we may hold each other accountable. I aim to help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs, and objectives. I work collaboratively with you and on your behalf to achieve your goals.

Confidentiality

It goes without saying that your privacy is very important to me.  Our process and anything discussed are completely confidential.

Organization

I help bring order to your financial life by assisting you in getting your financial house in order. This includes big-picture items such as investments, insurance, taxes, estate planning, etc., but also the everyday financial hurdles, such as your household budget and cash flow.

Objectivity

My advice and recommendations are always brought to you in the most objective manner and I am available to consult with you at key moments of decision-making. I’ll also provide you with all of the information you need to help you avoid making any emotionally charged decisions, especially those that are irrevocable. I am able to provide a buffer to others who may be pressuring you to make immediate decisions.  

Compassion

I act as a sounding board for all of your needs, and want to be your trusted advisor to address any money fears you may have. I strive to create an environment that is non-judgmental and encourages healing. I want to know what is going on beyond your finances and to celebrate positive transitions in your life, while gently reflecting on positive memories of the past. I’ll assure you that you are not alone in this journey and there are others who have shared your experience.

Education

When providing advice and recommendations, I work to ensure that my clients thoroughly understand each decision, including the risks associated with each choice. I’ll provide the necessary resources to help facilitate the decision-making process, and explore the specific knowledge that will be needed to succeed.