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Owned by Brian

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Financial Stewards

8 members • Free

A community for building confidence and clarity in your finances through education, tools, and support.

Memberships

Skoolers

175.7k members • Free

3 contributions to Financial Stewards
Why Your Financial Plan Should Start With Your Values
Most people start financial planning with numbers—budgets, debts, investments—but James and Amberlee Rich start with values. Because if your plan doesn’t reflect what truly matters to you, even “good” financial decisions can lead to a life that feels off balance. In this 26-minute interview, financial coach James Rich of Rich Living Coaching shares a powerful story of a client who made a decision most would call crazy! Selling their home to live and work from an RV.For them, it wasn’t about escaping or chasing adventure. It was about living in alignment—trading excess house for freedom to travel and reconnect as a family. ✅ They help you clarify your deepest priorities before you ever talk numbers ✅ They guide you toward financial decisions that actually serve your lifestyle ✅ They genuinely care about helping families find peace and purpose in their money You can learn more about their work at RichLivingCoaching.comand explore their Steward Labs course at StewardLab.com —use discount code STRATEGY for $10 off every month! Have you ever made a financial decision that went against “common sense” but aligned with your values? How did it change your life?
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Why Your Financial Plan Should Start With Your Values
Why You Should Talk to a Broker Before House Hunting
Too many families jump straight into house hunting without knowing what they can really afford. That leads to frustration, wasted time, and sometimes painful surprises. In this 24-minute interview, mortgage broker Gavin Sessions of the Sessions Group explains why your first step should be a conversation with a broker: ✅ They provide clarity on what you can afford ✅ They give guidance so you’re not guessing during the process ✅ They sit on the same side of the table as you, looking for the best deal for your situation Have you ever gone house hunting without a clear budget or pre-approval? What was that experience like?
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Why You Should Talk to a Broker Before House Hunting
Welcome to Financial Stewards!
We’re glad you’re here! This community is about helping families and individuals get the clarity and peace of mind that most people never feel when it comes to money. Here’s what you can expect: - A Family Playbook that organizes your goals, documents, and action steps. - Coaching and support so you’re never left to figure things out alone. - Weekly calls and discussions that teach the things schools never covered—credit, debt, taxes, insurance, investing, and more. - A growing network of trusted professionals to connect with when you need them. Our goal is simple: help you build a financial life that works, and make sure your loved ones are cared for no matter what. 👉 Start by introducing yourself in the comments: share what brought you here and what you’d like to learn or improve!
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Brian Weissen
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1point to level up
@brian-weissen-5600
Financial services professional and educator.

Active 4d ago
Joined Aug 21, 2025