After 10 years serving our clients under Stewart Financial Services, we have experienced an evolution of our knowledge, perspective and approach. This has created a feeling that our name does not clearly reflect who we have become and how we serve our clients.
Our philosophy, everything we do and teach is about travelling the High Road – with our service, how we approach to financial planning, which products and companies we represent and our overall code of conduct.
We believe that the High Road is about honesty, integrity and transparency. IT’s about earning your trust and treating you with respect and compassion.
Our mission is for you to experience a new perspective on personal money management – one that helps you to improve the quality of your life – now and in the future.
Do you know what changes the quality of your life?
We understand it to be: your relationships, your emotions, physical health and of course your money – and all too often they are inter-woven.
Many of us struggle with balancing our current lifestyle expenses while building adequate savings for things that are planned and of course the unexpected events in life – let alone figuring out how to build the wealth required to support potentially 20-30 years of retirement income.
Do you feel like you are struggling to keep your current and future life in balance?
When working with us, we want you to have a meaningful experience that is not only new and refreshing, but one that educates and empowers you; to understand what has an impact on your money and what you can do about it.
Our hope is that you will obtain a renewed knowledge and practical strategies – that enable you to improve the quality of your life now and in the future.
We are not afraid to shine a light on the myths and dynamics that exist in this world of money.
We will share with you why most people will lose more money on the way to retirement then they will have when they get there – but more importantly, we’ll show you have you can avoid or at least reduce these losses.
We know that our money management approach is not for everyone. We are most effectively able to serve individuals and couples who not only make a good income but are motivated to make the changes needed to live the life they want. People who are eager to get more life out of their money.
If you are looking for a money management approach that will help identify where you are losing money and show you how you can gain control of your money, connect with us so we can have a chat and determine if we are a good fit for each other.
I look forward to the opportunity to get to know each other.