Let’s take these three steps together
Discovery Meeting
Embark on our journey with the inaugural Discovery Meeting—a crucial starting point where our focus is entirely on understanding you. This meeting is designed to delve into your aspirations, concerns, and desired destination. By sharing your insights, we gain a comprehensive view that enables us to chart a collaborative path forward. Let's navigate together toward your goals and aspirations.
One-page Financial Plan Meeting
We are excited to introduce you to a revolutionary approach that will transform the way you navigate your financial journey. Our one-page financial plan method is designed to simplify the complex world of finances and provide you with a clear, concise roadmap toward your desired destination.
Commitment Meeting
Once you're prepared to dedicate yourself to a joint endeavor aimed at achieving your financial aspirations, we will proceed to schedule the third meeting. This step marks the commencement of our collaborative efforts toward realizing your goals.
If you have any questions about me or StewardRight, please give me a call at (316) 535-0750, or you can email me at lyndon@stewardright.com.
Lyndon Zielke is a Registered Investment Advisor Representative for Leading Edge Financial Planning, LLC (LEFP) DBA StewardRight, a Registered Investment Advisory Firm, and is registered with the state of Kansas.
Download and view our latest disclosure documents from the SEC.gov website