Author: Jonathan Harrison, CFP®

Make Better Decisions by “Grokking” First  October 23, 2018 by Sound Stewardship

Have you ever had trouble making a decision because you needed to choose between equally good choices? What if you are weighing two very divergent career paths, both of which could lead to great sa

Principle #6: What are You Waiting For?  October 16, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Over the past few months, we've been taking a closer look at each of these time-tested guidelines for long-term financial success.

Teens, Tuition and Financial Aid  October 11, 2018 by Matt Syverson, CFP®

We see a typical trend when talking with parents about paying for their students’ college tuition: The method each parent used to fund their own college experience is how they are subconsciously pl

Staying Safe, One Year After the Equifax Breach  October 10, 2018 by Matt Syverson, CFP®

Last September, we posted a response to the historic Equifax breach. The breach affected nearly 150 million Americans as hackers had stolen birthdates, Social Security numbers, addresses and driver’s

September’s Financial To-Dos  September 17, 2018 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to make regular progress toward your financial goals. Inspired by this list from Morningstar, we hope that by encouraging you to do at least one financial mai

Principle #5: Stay Afloat with Diversification  September 12, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Recently, we’ve been taking a closer look at each of these principles and sharing what we believe leads to financial success. Ach

Don’t Miss Your Biggest Giving Opportunity  August 30, 2018 by Jonathan Harrison, CFP®

At Sound Stewardship, we’re honored to serve a very generous clientele. Most of the families we help have causes they love to support on a regular basis. Yet even among our clients, many have forgotte

A Summer of Getting Things Done at Sound Stewardship  August 30, 2018 by 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 continu

Announcing New Sound Stewardship App  August 17, 2018 by Jonathan Harrison, CFP®

We’re excited to announce a new mobile version of Sound Stewardship’s client portal, an award-winning view of your entire financial picture. Using our new iOS and Android app, clients now have faster

Principle #4: Set Your Sights on a Long-Term Plan  August 15, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Over the last few months, we’ve been looking at each of these principles in greater detail. Here, we continue in our series, taking