Financial planners should help clients steward their resources, which means preserving and increasing their assets, as well as giving them away. This is a holistic approach to stewardship that goes beyond the traditional focus on accumulation.
49 Financial is a financial planning firm that takes a unique approach to stewardship by including generosity planning as part of our services. We believe that giving away resources is an important part of financial stewardship, and we help clients develop strategies for giving in a way that is aligned with their values and goals.
Why is this important?
There are many reasons why financial planners should help clients steward their resources in a holistic way. First, it helps clients to achieve their financial goals. When clients have a plan for both preserving and giving away their assets, they are more likely to reach their retirement goals and leave a legacy that is important to them.
Second, it helps clients to live a more meaningful life. When clients are intentional about their giving, they are able to support causes that are important to them and make a difference in the world. This can lead to a greater sense of purpose and satisfaction in life.
How can financial planners help clients steward their resources?
Financial planners can help clients steward their resources in a number of ways. For example, they can help clients to:
- Develop a budget and track spending
- Set financial goals
- Create a retirement plan
- Invest their assets wisely
- Develop a plan for giving away their assets
If you’re looking for stewardship guidance as it relates to how you give your money away, reach out to the Generosity Team by emailing generosity@49financial.com. We love to help people give strategically and efficiently!
Justin Lopez
Head of Generosity at 49 Financial
