Financial Planning

Beginning Investors

Young professionals have all the financial & planning information within a click. The combined wisdom & experience of LSA is the source to sort it out. “Applied Knowledge is Power.”


Preparing for Family, Career & Retirement is a daunting task. LSA’s unique stewardship planning process is the holistic approach you need. Let us help you reach your “Full Potential”

Retire Confidently

You’ve earned what you have by hard work. Now do well to protect it. Secure & Wise investing through LSA can help maintain your quality of life. ” A Smart Investor is a Safe Investor”

Comprehensive, personalized financial planning with Life Stewardship Advisors will help you become a true steward of your wealth, living a more purposeful, satisfying, and fulfilled life.

For more than thirty years, we’ve been providing financial planning in Lancaster County to help clients achieve their financial goals and realize their values.

We take a holistic approach to your financial wellbeing. It’s not just about “having enough” or “growing wealth” – our financial planning process is intended to help your resources align with and express your values.

Our Financial Planning Process

The plans of the diligent lead to profit as surely as haste leads to poverty.

Our definition of Stewardship is to be an accountable caretaker and wise investor of all the resources that have been entrusted to you.

Understanding this principle, LSA carefully crafts a unique comprehensive plan for each client according to your specific needs.

We’re stewardship strategists, here to help you determine your goals and build a customized approach to help you have the life impact that you desire. Our process will help you identify the things that are most important to you.

With clarity of values and goals, you can confidently live into your full potential.

Discover: Discover Your Heart

The first step in our comprehensive financial planning process is discovering your heart. Our experienced planners help you discover your true, heartfelt values and identify your highest priorities.

Plan: Map Wise Choices

Second, we help you in mapping wise choices. This strategy is unique to you, encompassing not just financial choices, but relationships, time, vocation, possessions, health, and spiritual well-being.

Implement: Do the Right Things

This is where Life Stewardship Advisors applies our financial planning knowledge and experience to customize your plan for your present life-stage. We help you enact change to do the right things, the right way.

Monitor — Stay on Course

With a true plan in place, we help you stay your true course. As with all great journeys, the path will change. Monitoring your plan and finances to adapt to changing life seasons is essential to keeping you on a fulfilling path in life.

Comprehensive Financial Planning in Lancaster

A financial plan with Life Stewardship Advisors includes:

  • addressing and rectifying cash flows to incorporate regular savings and debt reduction as a foundation to your planning
  • careful fundamental analysis, diversification, and active management of your investment portfolio
  • a careful overview of essential legal documents for estate and legacy planning
  • comprehensive analysis of insurance needs including appropriate recommendations
  • proven strategies and effective techniques for efficient estate transfer
  • discovering the opportunities and joy of giving with lasting charitable strategies

Once we’ve established your personalized financial plan, our work doesn’t end there.

Life Stewardship Advisors commits to every client to be an ongoing resource as a financial mentor and coach, helping you make and support life decisions that will lead to the fulfillment of your financial plan.

We promise to remain available to you through every season of life, with proper counsel and transparent financial strategies that allow you to take the next steps with confidence. Whether preparing for retirement or looking to invest for the first time, we’re here for you at every season of life.


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