Stewardship Advising


Many people race through life without aligning their plans with their unique purposes and values. How you optimize your time, talent, resources, and relationships influences generations to come. A focus on stewardship is designed to help families gain clarity and confidence for impactful, multi-generational planning. It’s not just about money—it’s your family, your life, and your legacy that matter!


There are two kinds of legacies—the one you inherited and the one you will leave behind. While you have little control over the former, you have a great deal of influence over the latter. We empower you to take control of your future through Life Stewardship Advising.

Money Smart Families

  • • Strong Money Habits

    Resources to train young children to handle money

  • • Communication

    Learn how to talk to your children about money

  • • Powerful Topics

    Goal Setting, Chores, Earning Money, Leadership Principles, Buying a First Car, Job Interviewing

  • • Age-Based Curriculum

    From birth to adulthood, we provide you the resources and guidance

Advanced Planning

  • • Personal

    Gain clarity around your unique skills, talents, experiences, and values to help you maximize impact in the lives of others

  • • Family

    Proactively engage future generations to build upon your wisdom and wealth legacy to enhance the likelihood they carry out your vision

  • • Business

    Look beyond the technical and legal aspects of your business as you explore effective ways to equip and mentor the next generation of a family business

  • • Charitable

    Explore ways to use your leadership, influence, and financial margin to leverage your family’s impact on those causes that matter most to you

  • • Financial

    Building a Financial Plan that incorporates your Personal, Family, Business, and Charitable values can lead to confident decisions today and impactful results tomorrow

Family Engagements

  • • Retreats

    Enjoyable and Meaningful Develop connections around your family’s values, mission and vision

    Organized and Flexible

    We help you create a focus for your retreat, organize your agenda, and facilitate discussions

    Unique Experience

    Share, communicate, and have fun together

    Strong Family Connections Memories and traditions that can be built to your liking with our help


  • • Family Core Values

    Explore the unique values that make you who you are today and memorialize them for future generations

  • • Family Mission Statement

    Design a written expression of your vision for future generations that incorporates your story and what you value today

  • • Family Governance

    Establish family governance with tools such as a Family Constitution, Family By-Laws, and a Family Advisory Board that support the family’s vision and encourages healthy relationships

Click/tap options above to see more.


Phone : 619.282.3288

Fax : 619.280.9553

Cut through the noise and make confident financial decisions. Make an impact with your wealth.

Schedule an Appointment