Follow Us
  • linkedin
  • twitter
  • facebook
  • instagram

Helpful Tools

Home / Helpful Tools

Click the "Download", "Read More", or "Learn More" button on the resources below to obtain additional information.

 

The Fact Finder

Mapping your financial future requires a clear idea of your financial goals, both short and long term. This document helps you think through these things and helps you to organize your resources.

Download
 

Spending Analyzer

Use this handy summary sheet to list your expenses, the foundation of any serious financial plan.

Download
 

Sending Us Documents — Keeping It Secure

We always have security in mind. To that end we have provided guidelines for you to respond to our Document Requests.

Read More
 

The Seasonal Method — Our Process

Systematic, Proactive, Relevant and Coordinated.

Read More
 

Stewardship Personal Values PortfoliosSM

Designed to seek attractive returns with strategies that reflect a concern for the social and environmental issues facing our world.

Read More
 

Insurance Services

For each client, we seek to strike the perfect balance between risk and reward, including life, disability and long-term care.

Read More
 

Customized Wealth Management Programs and Strategies

Our fiduciary approach to investment management is rigorous and methodical, yet your investment portfolio is customized to be uniquely yours.

Read More
 

Stewardship OpenInvest Portfolios Form

As part of your asset allocation strategy we can now custom build a portion of your asset allocation relating to the large cap section.  Your Money, Your Choice.  Let’s begin by having you tell us which causes or impact items are important to you. 

Download
 

Stewardship OpenInvest Causes & Descriptions

We offer customization currently across 17 environmental and social causes. Here you will find the causes, descriptions and methodology.

Read More
 

The Book

To learn more about the mechanics of the Seasonal Approach and how it works, you can read our book at Amazon.com

Learn More
 
 

Get the App

A great dashboard to keep track of your finances with detailed performance reporting capabilities.

App Store Google Play
© 2020 Seasons of Advice Wealth Management