Stewardship Financial Services, Inc.
39A Cedar Street
Dobbs Ferry, NY 10522
tel: 914.380.1421
fax: 914.380.1388
email@stewardshipfs.com

OUR APPROACH

Step One: Initial Meeting We offer a complimentary “get acquainted” (GA) meeting to all prospective clients. This is an opportunity for you to meet us, ask questions and get a sense for how we work. We’ll also ask you questions to be sure we understand your situation and your goals. There is absolutely no obligation on your part to hire us as a result of this meeting. Typically, the GA meeting occurs face-to-face in our office, but other arrangements can be made if needed.

Step Two: Data Gathering We gather data until we’re sure we fully understand your situation and your goals. This may take one or more meetings and can be done either face-to-face, over the telephone, and/or via e-mail or fax.

Step Three: Research and Analysis We conduct the research and analysis needed to prepare your financial plan.

Step Four: Presentation Meeting We meet with you to go over your written plan in detail and address any questions you might have. We’ll discuss each of your goals, the rationale behind our solutions, and the actions necessary to implement those solutions. The reports you receive will be thorough, understandable and contain step-by-step action items for you to implement.

Step Five: Implementation You implement the plan while retaining full possesion and control of your investments. We’re available to help if needed.