FAQs

A faith-based financial advisor walks alongside clients to create a holistic financial plan that reflects their family’s unique situation and values, while aligning decisions with Biblical principles. At Strategic Stewardship, we integrate Christian values into financial planning, retirement strategies, and investment management, while still focusing on strong financial outcomes.

We combine Certified Kingdom Advisor® values-based expertise with CFP® to provide the full scope of financial planning and investment management. Based in Woodstock, GA, we serve families, business owners and executives who want both faith-driven and traditional strategies for retirement, risk management, business planning, tax planning, and wealth management.

We offer comprehensive financial planning, retirement income strategies, asset management, business planning, risk management, tax planning, estate planning coordination, and charitable giving strategies.

PII investing focuses on avoiding profiting from harmful activities (gambling, tobacco, abortion to name a few), embracing companies that are promoting human flourishing, and engaging with companies for positive change. It allows you to invest in alignment with your values while still pursuing competitive financial returns.

Yes, we also provide traditional investment strategies for those who prefer them. Our portfolios include exchange traded funds (ETFs) and mutual funds, designed to match each client’s goals and risk tolerance.

Yes. Retirement planning is one of our specialties. We help clients develop income strategies designed to provide steady, reliable cash flow throughout retirement. This includes Social Security optimization, pension and annuity analysis, charitable giving, tax-efficient withdrawals, and investment strategies to support lifetime income.

The answer depends on your lifestyle, spending needs, and income sources. We use financial planning software to model different retirement scenarios and help you understand how much you need to save, when you can retire, and how to draw income tax-efficiently.

Our financial planning process begins with understanding your goals, values, and current financial picture. We then create a customized plan covering investments, retirement, taxes, insurance, and estate planning. The goal is to give you confidence and clarity in your financial future. This process usually involves 4-5 meetings. From there, we assist you in managing and adjusting your plan throughout your life transitions.

Yes. We actively collaborate with CPAs, estate attorneys, and other professionals to ensure your financial plan works smoothly across tax, legal, and investment strategies.

Yes. At Strategic Stewardship, it is our heart to encourage clients in their journey of generosity with the Lord. We help families design charitable giving strategies that maximize both impact and tax efficiency. This can include donor-advised funds, gifting appreciated assets, tax-efficient gifting strategies, qualified charitable distributions (QCDs) and legacy planning, all while keeping generosity at the center of the financial plan.

One of our specialties is working with Christian executives, families, business owners and retirees who want professional financial guidance aligned with their faith. We work with all families who want experienced, trustworthy advisors to help with traditional investing, retirement planning, and wealth management.

Yes. While we are based in Woodstock, GA, we serve clients across the U.S. through virtual meetings and secure digital platforms.

We typically meet with clients 2 times per year, depending on their needs. We also provide ongoing communication, performance updates, and financial check-ins to keep you informed.

We are a fee-based advisory firm. That means our compensation comes primarily from transparent advisory fees. This helps us act as fiduciaries who always put our clients’ interests first. We do offer insurance products to fit clients’ needs. We may be paid a commission when clients purchase them through us and this is always clearly disclosed.

We have a combined 77 years of experience and serve over 300 clients. All our lead advisors have earned the CFP ® and individually have achieved additional designations such as CKA ® and CPFA ®.

You can schedule a complimentary consultation today. We’ll discuss your financial goals, values, and whether we’re a good fit to serve your family.