Annual Retainer

“I’ve completed a comprehensive financial plan with Steward, but I really need help implementing the plan and making adjustments on a regular basis going forward”

Our annual retainer program keeps you on track:

  • We meet quarterly or semi-annually to review and update your plan and execute actions to stay on track
  • We discuss economic and investment market implications and make recommendations to adjust your investment portfolio
  • We’ll collaborate with your other advisors: tax, law, insurance, banking, family members to ensure coordinated expertise and ideas
  • Access the Steward Wealth Monitor for real time financial condition updates on all your assets and liabilities, whether or not they are managed by Steward.  Track how you are doing compared to your goals. 
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