Updates

Do you know our next Client Care Associate? We’re hiring!  April 6, 2021 by Sound Stewardship Team

Sound Stewardship is hiring another Client Care Associate to expand our team. This position is a great first step in a financial planning career. Our Associates provide stellar service to clients, wo…

Single? Set up a budget check-in to stay on top of your goals  March 31, 2021 by Jonathan Harrison, CFP®

If you’re single, how often do you have a budget check-in meeting? And whom do you meet with (besides yourself)? More than a third of our clients are one-person households; these solo-budgeters hav…

How to do a budget meeting both spouses will enjoy  March 10, 2021 by Jonathan Harrison, CFP®

When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budg…

The Top 6 (Non-Financial) Mistakes to Avoid in Retirement  February 24, 2021 by Sound Stewardship Team

If you Google “mistakes in retirement”, all the top hits are about money, applying for benefits, and the like. We believe it's absolutely critical to have a solid financial plan for your retirem…

Inspiration for end-of-year giving  December 21, 2020 by Jonathan Harrison, CFP®

Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosit…