Who do you work with?
I specialize in helping women, people of faith, and families with financial planning.
Why should I hire you?
If you benefit from external accountability or feel overwhelmed/uncomfortable when it comes to dealing with money, you will benefit from hiring a financial planner. Whether I am the best fit for your situation depends on whether you like my approach, philosophy and personality. I encourage you to find someone who is trustworthy that you genuinely enjoy working with.
What does it mean that you are a “fee-only” financial planner?
Fee-Only financial planners are not paid commissions based on product sales. A fee-only planner receives compensation directly from clients for hourly or plan-based work.
What is a fiduciary, and are you always a fiduciary?
A fiduciary is legally required to make recommendations that are in the client’s best interest. I always serve as a fiduciary, and have signed a fiduciary oath to maintain that standard 100% of the time. Not every financial advisor is a fiduciary, as some advisors are held to a “suitability” standard meaning the recommendation only needs to be suitable. Being a fiduciary is important to me because I believe it enhances transparency and trust.
Do I need a certain amount of money to work with you?
No! I believe everyone should have access to transparent financial advice, regardless of where you are today. We do not have asset minimums.
Can we work together if I don’t live near Overland Park, Kansas?
Absolutely! Fruitful Stewardship is a location independent firm and able to meet your needs even if you are hundreds of miles away.
Are you paid more to recommend certain products or services?
No, as a fee-only financial planner I receive compensation directly from clients for planning services.
Why did you name your firm Fruitful Stewardship ™ ?
It is important to me that the firm name represent what I help clients accomplish while also affirming my Christian faith. Fruitful came about because as a gardener I loved the gardening connotation and in the Bible God uses this image to describe the outcome of our lives. I believe each of us has talents and gifts, and using these produces fruit in our lives and glorifies God (John 15:4-11). I believe that the work I do with clients truly matters, and I pray it produces fruit in their lives, and the lives of their families. Stewardship is a biblical term expressing God’s ownership over everything, and reminding us that we are simply managing it for him. A firm committed to fruitful stewardship is a firm I’m excited to build and grow!