Financial Growth with Purpose ™

FAQ's

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What kind of clients do you work with?

Fruitful Stewardship clients desire to feel educated and empowered when dealing with their money, and are open to guidance on all aspects of their financial picture.  If you are ready to make progress and would like to feel clarity when dealing with your money, let's connect today!  

Are you a CERTIFIED FINANACIAL PLANNER™ professional?

YES!  What makes a CFP® professional different?  Rigorous training in all kinds of financial topic areas: from taxation to insurance to investments to retirement as well as passing a verified experience requirement.  CFP® professionals are also committed to placing the interests of their clients above their own - at all times.    

What does it mean that you are a “fee-only” financial planner?

Fee-Only financial planners are not paid commissions based on product sales or referral fees.  As a fee-only planner, I receive 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!