Steward

At Steward, we want to create a world where everyone feels confident their money decisions are helping to take care of their families. Steward provides personalized financial advice, in the form of an easy to-do list that shows you how, where and when to invest and save on taxes, in plain-English. An annual personal finance "check-up" that can unlock $14,000+ annually in 15 minutes via: - Better investments: specific recommendations on higher-return and lower-fee investment and savings tools - Saving on taxes: personally relevant tax optimization strategies - Less time and effort: a tool that does the nitty-gritty research and calculations for you, giving you easy action steps to manage your finances in a smarter and simpler way.