Financial Growth with Purpose ™

FAQ's

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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!