A Summer of Getting Things Done at Sound Stewardship
It’s hard to believe that fall is around the corner! As kids head back to school and weather (hopefully) starts cooling down, our work at Sound Stewardship is only heating up.
As a firm, we continue to grow and welcome new clients – many of whom are experiencing major transitions. If you know anyone who is in the middle of a life upheaval (expected or unexpected), we would love to come alongside to make sure they have confidence in the midst of change. Feel free to connect us directly, if you think we could help.
In the meantime, we are still busy serving your families as well!
- We recently launched our new Sound Stewardship app, which you can download today. This tool will provide faster access to your portfolio dashboard, financial reports, net worth updates, and the secure document-vault.
- At Sound Stewardship, we are constantly reviewing our investment strategy to ensure our models remain up-to-date. This year, we’ve made major shifts in the way portfolios incorporate alternative investments, as well as researching recent developments in values-based investment offerings.
- Our chiropractor recommended standing desks at Sound Stewardship, so we are taking Dr. Beth’s advice to heart. Two thirds of us have made the transition, and so far have enjoyed the change.
Here’s what our team and their families were up to this summer:
Matt Syverson – Matt and his family took a once-in-a-lifetime RV trip to various National Parks: Yellowstone, Grand Tetons and Rocky Mountain. Most importantly, his family is still on speaking terms! Matt has been advocating for people with disabilities, working to enhance the way ABLE accounts work – which included testifying before Kansas lawmakers, witnessing the signing of a new bill with the Governor, and educating parents about the ABLE Act.
Jonathan Harrison – Jonathan and his wife, Karen, welcomed their first foster child – a sixteen-year-old boy whom they have enjoyed getting to know over the summer. Jonathan and his family also enjoyed two weeks venturing out West: Black Hills, Mt. Rushmore, Yellowstone, & the Grand Tetons. In addition, he developed a new Investment Policy Statement for clients, in conjunction with the firm’s investment committee.
Joel Reimer – Joel spent time in Colorado, experiencing Third Day’s last (ever!) concert which took place at the beautiful Red Rocks Amphitheatre. In addition, he enjoyed camping with his family at Hillsdale State Park by Paola, KS. Joel celebrated his 5th year anniversary at Sound Stewardship and serves as one of our Lead Advisors.
Derek Hensley – We are proud to say Derek passed the CFP® exam! He spent long hours studying this summer through Indiana Wesleyan’s online curriculum and is now a CERTIFIED FINANCIAL PLANNER™ Practitioner. This was a big win for our Sound Stewardship team! He also welcomed his first niece, bought a kayak and spends time kayaking in and around Lee’s Summit.
Ambra Leibach – This month, Ambra will celebrate her 10 year anniversary at Sound Stewardship! Her diligence keeps the firm running. Ambra and her family took a week-long trip to San Diego this summer. She also played a pivotal role in creating our new mobile app.
Cindy St. John – Cindy enjoyed a week in Panama City Beach with all her children and grandchildren – they had a great time on the beach! She’s also had a busy summer planning programs for her local chapter of the Daughters of the American Revolution.
Kristian Brennon – Kristian joined the Sound Stewardship team as a full-time intern! She also celebrated her 1st wedding anniversary, and is starting her final semester at Missouri Southern State Univ. in Joplin, MO. Kristian is working on getting the licenses needed to expand her role at Sound Stewardship.
Lastly, we have been continuing our series on the 7 Sound Stewardship Principles™.
Read more from the Sound Stewardship team on principles for stewardship success:
- Principle #1: The means to financial freedom
- Principle #2: Avoid debt
- Principle #3: Reserve it for the unexpected
- Principle #4: Set your sights on a long-term plan
- The Only Way To Get Wealth
- The Least Sexy, Most Important Money Skill