How are your finances? Are they in order? Do you believe in tithing? How about savings? Are you ready for Christmas, your property taxes, or auto insurance payments? Most of us believe in doing the right thing when it comes to our finances, but unfortunately most of us don't implement what we believe. Life has a way of distracting us from getting these important tasks done. Unless you were rich, famous or both, you had no options but to struggle along by yourself...until now.

Turning Point Stewardship wants to become your Financial Gardener. Forty years ago very few had gardeners. Those with more than enough financial resources did, the rest of us didn't. Today, that's different. Many families would prefer to spend time together and let a gardener take care of the yard. Stewardship means that you're responsible to make sure important things get accomplished. It doesn't mean that you have to do it yourself. While we can't delegate our parenting, our dieting, or exercising, we can delegate our financial management. That's what most successful businesses do. Now, so can you.

What do Ron Blue, Dave Ramsey, Crown Ministries, and Nike have in common? They tell you to Just do it. They tell us to make sure we have at least $1000 in an emergency fund, have 2-3 months of expenses set aside, have a save-to-pay plan for those every-so-often expenses (Christmas, property taxes, etc.), and a get out of debt plan, and then build wealth. That's easier said than done. While we believe in this plan, most of us struggle with implementation.

Turning Point Stewardship sets itself apart by doing the work for you. We'll come alongside to implement the most common and important stewardship principles for you. We bring the missing ingredient--discipline. Give us a call and see how affordable this new service is and all that we have to offer. We'll do it for you! Call us at 800-296-5899.

Our Services

We offer 2 distinct services that are designed to bring hope and freedom to your world:

•  Cash Management and Bill Pay:
  
  
  •  Pay monthly fixed bills.
  •  Pay monthly variable bills.
  •  Establish a $1000 emergency fund.
  •  Establish 3-6 month expenses fund.
  •  Establish a Save-to-Pay Plan.
  •  Establish an annual Gift Planner.
  •  Establish a Get out of Debt Plan.
  •  Establish and/or automate monthly Charity Giving
  •  Establish an annual Gift Planner.
  •  Insurance Policy Review.
  •  Monthly access to a Cash Management Specialist.
  •  Review/create a Spending Plan.
  •  Monthly Reports.
  •  For as low as $67.00 per month

To qualify you must: live in California, have a positive cash flow, and you may need an initial savings cushion for cover possible double payments of certain bills in the first month of transition.

This service is also ideal for baby boomers who are saddled with the responsibility of managing their parent's financial affairs which can be an awkward affair, or or the young adult. Can you imagine implement wise stewardship principles when your young and allow the 8th wonder of the world, compounding interest, to work for you!

Yes, services are available for small business and their owners.

•  Financial Advisement:
  Turning Point Stewardship also provides traditional Financial Advisement with services as:
  
  
  •  Financial planning.
  •  Investment management: Mutual Funds, Fixed & Variable Annuities,
  •  Asset preservation.
  •  Estate planning.
  •  Tax planning.
  •  Retirement planning/rollover
  •  Insurance services: life, health, disability, long-term care, key-man, buy-sell.
  •  Asset preservation.
  •  Estate planning.

We want to help you identify and prioritize your financial goals as well as assess your current financial situation. Through a multi-step financial planning process, we develop long-term strategies to help you realize your financial goals and account for “what if” scenarios and life’s inevitable, if not always predictable, changes.

Contact Us:

For more information on this exciting program, please call 800-296-5899