• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Before Header

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

  • Facebook
  • LinkedIn
  • Twitter

Wise Stewardship Financial Planning

Financial Planner for Widows & Military

  • ABOUT
    • About
    • My Values
    • Investment Management
    • Frequently Asked Questions
  • MILITARY
  • BLOG
  • SERVICES AND PRICING
  • RESOURCES
  • CONTACT US
  • SEARCH
  • About
    • My 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
  • LinkedIn
  • Twitter

Financial Planning

You are here: Home / Archives for Financial Planning
Only Hire a Law Firm That Specializes In The Practice Area You Need

Why Should You Hire a Fee-Only Financial Planner

May 1, 2019 //  by Daniel Kopp

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. For example, many financial advisors offer a “free financial plan.” What clients don’t know is that that financial plan can …

Why Should You Hire a Fee-Only Financial PlannerRead More

3 Life Lessons I Learned as a Widower

April 19, 2019 //  by Daniel Kopp

There’s nothing quite like the loss of a spouse at a young age to make you step back and think.  After I became a widower at 31, I spent quite a bit of time journaling and reflecting.  Here are some of the three most important things I’ve learned. I hope that by sharing my story I …

3 Life Lessons I Learned as a WidowerRead More

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3

Primary Sidebar

Free Consultation!

Have a question or want to learn more about our services? You can schedule a free, no-obligation consulation. Many people find their main question answered in this session alone.
CONTACT US

Recent Articles

Estate Planning Basics: Protecting Your Loved Ones and Honoring Your Wishes

Turning Pain into Purpose: Jennifer Carazo’s Journey from Gold Star Spouse to Advocate

From Tragedy to Triumph: Taryn Davis’ Journey of Resilience and Community

From Grief to Growth: Journey of Healing and Hope with Kelli C. Goodnow

Unlocking Financial Security: Leveraging the HEART Act for Gold Star Widows

Footer

About Us

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

  • Facebook
  • Instagram
  • LinkedIn

Contact Us

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

8374 Market St. Suite 137
Lakewood Ranch, FL 34202

Newsletter

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

We promise to protect your privacy.

Recent Blog Posts

  • Estate Planning Basics: Protecting Your Loved Ones and Honoring Your Wishes
  • Turning Pain into Purpose: Jennifer Carazo’s Journey from Gold Star Spouse to Advocate
  • From Tragedy to Triumph: Taryn Davis’ Journey of Resilience and Community

Site Footer

associations

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.

 

Charles Schwab & Co., Inc. (“Schwab”), is the firm that we use to custody our client assets. Schwab and Wise Stewardship Financial Planning LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc., member FINRA/SIPC. Used with permission.

 

ADV Part II  |  Privacy Policy |  Disclosures

Copyright © 2026 Wise Stewardship Financial Planning · All Rights Reserved · Development by Mathias Media