Financial Steward Associates provides comprehensive financial planning and consulting services to individuals and families, focusing on areas such as estate planning, income tax strategies, charitable giving, cash flow, wealth transfer, and family legacy objectives. Financial Steward Associates engages clients through a modular financial planning process and hourly consulting, addressing holistic financial pictures including investment strategies, risk management, and insurance planning. Financial Steward Associates does not manage investment portfolios directly or take discretionary authority over client accounts, instead assisting clients in designing goal-oriented financial plans while allowing clients to choose their own investment managers and custodians.
Fee Structure
- Comprehensive financial plan — Fixed fees up to $10,000 depending on the extent and complexity of your individual or family circumstances, requiring an initial deposit of $500 to initiate services.
- Hourly consulting — $350 per hour for limited scope engagements and specific areas of concern such as estate planning, real estate, retirement planning, or business advisory matters.