Wise Stewardship Financial Planning

Our Mission

Wise Stewardship Financial Planning is here to guide widowed individuals across the United States through grief and financial uncertainty with comprehensive financial planning and compassionate support. We believe in providing personalized solutions tailored to your unique needs and aspirations.

Who We Are

Founded by Daniel Kopp, a Certified Financial Planner (CFP) and bereaved widower himself, Wise Stewardship understands the profound impact of loss on both finances and emotional well-being. We are dedicated to offering:

• Fiduciary guidance: We prioritize your best interests and are legally bound to act in your best interests at all times.
• Fee-only transparency: We believe in clear and open pricing, charging only for our services and never taking commissions or hidden fees.
• Compassionate guidance: We walk alongside you, understanding your unique grief journey and offering support and encouragement.

Our Services

We offer a range of services to meet your individual needs, including:

Comprehensive Financial Planning

• Comprehensive assessment of your financial situation.
• Development of a personalized plan to address your financial goals and concerns.
• Ongoing support and guidance to implement and manage your financial plan.

Investment Management

• Professionally managed portfolio tailored to your risk tolerance and goals.

Hourly & Foundation Plans

• More flexible options for creating and implementing your financial plan independently.

Quick Start Plans

• Solutions for specific financial questions or concerns.

Resources & Support

• Access to relevant resources and educational materials.
• Free consultations and workshops.

Our Values

• Integrity: We prioritize honesty, transparency, and ethical practices.
• Compassion: We treat every client with respect and understanding.
• Empowerment: We help you take control of your finances and navigate life's changes.
• Collaboration: We work with you as partners, listening to your concerns and collaborating on solutions.

Partnering with Wise Stewardship, you can

• Gain clarity and direction amidst financial uncertainty.
• Develop a solid financial plan to secure your future.
• Receive personalized support and guidance from experienced professionals.
• Take charge of your financial journey and create a new chapter in your life.