Our Services are comprehensive in scope, but by design narrowed in respect to the specific plan unique to your situation.
What is a registered investment advisor? A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. LSA is an Independent RIAREAD MORE >
The Life Stewardship Planning Process is how you and your advisor are able to develop a life plan based on the desires of your heart. The process will help you identify the things that are most important to you. Once you have this sense of clarity, you can confidently pursue full potential.
Discover - Discovering Your Heart
In this step of the journey, you discover your true, heartfelt values and your highest priorities. It is on this foundation that your life-plan is built.
Plan - Mapping Wise Choices
This is a strategy unique to you. Encompassing -in addition to Finances- Relationships, Time, Vocation, Possessions, Health and Spiritual Well Being.
Implement - Doing the Right Things Right
This is where Life Stewardship Advisors applies their knowledge and experience to customize your plan for your present life-stage.
Monitor - Staying Your True Course
Your true plan is now in place. However, consistent Monitoring to adapt to changes in seasons of life is essential to help keep you on course.