If you want to learn more about working with Sound Stewardship, we invite you to join us for a complimentary initial consultation with our financial planners.
This 90-minute session is designed to help us understand your needs and discuss whether we are the right financial planning firm for you.
In addition to discussing your goals and expectations, our financial planners will share our planning process, as well as your anticipated fee.
Choosing a financial planner is an important decision, and we do not expect you to become a client during the meeting. This is a low pressure opportunity for you to discover how we would serve your family.
Our offices are located at 9101 W. 110th St., Suite 150, in Overland Park, KS, and we schedule consultations between 8am and 5pm, Monday through Friday. Those who live outside the Kansas City area are welcome to meet our planners via a teleconference or web call.
Prior to the meeting, it is helpful if you complete our Financial Organizer. Although we do not always review it in great detail during this consultation, our clients find it helpful to have the information at hand. Download the Financial Organizer in advance of your consultation.