Our Process

What To Expect

With every client, we aim to create a trusting relationship built on mutual respect and commitment. Throughout our financial advising process, you can expect a zero-pressure experience that fosters thoughtful and considered judgments. You always retain full possession and control of your investments. We are available to provide ongoing support (and execute trades) if needed.

Step 1: Introductory Phone Call

To guide you on your financial journey, the first step is a 5 – 10 minute phone call. During this conversation, we will gain a high-level understanding of the financial help you need and answer any questions you may have.

Step 2: Complimentary Meeting

If you decide to move forward, the next step is an extended complimentary meeting, either at our office in Irvington, NY, via Zoom, or on the phone. At this meeting, we will get a deeper understanding of your financial situation, answer your questions, and determine the fee for the services you seek.

Step 3: Action Plan

If we decide to work together, Stewardship Financial Planning will develop a detailed plan with step-by-step action items. This plan will be fully customized to address your specific needs and goals, and we will thoroughly explain our recommendations using plain and straightforward language. If you want, we will also present options for working together going forward.