What is covered during this review?
The Family Stewardship Review is a comprehensive financial review that covers your stewardship opportunities and challenges. We’ll review your legal documents (i.e. wills, power-of-attorney, trust), recent tax returns, income sources, retirement income planning, assets, charitable giving, debts, and insurance.
Who are the Christian financial advisors that conduct this review?
Life Institute works with Christian, licensed financial advisors who are employed by The Life Financial Group and passionate about practical stewardship in everyday life. Click here to learn more about our advisors.
How long is the Family Stewardship Review?
This review generally takes 60-90 minutes. This meeting preferably takes place in person, but we’re also available to schedule this review over the phone or through an online meeting software.
Is the Family Stewardship Review a sales presentation?
Absolutely not! The Family Stewardship Review is a free, comprehensive review that provides practical stewardship advice so you can make even wiser life decisions and better care for your family.