When most people think about their financial future, their first thoughts are about numbers and investments. However, financial planning is about so much more than just money. It’s about living with your core values and purpose and making choices and decisions that align with your goals, ethics, and beliefs.

“One thing that people have a challenge with when they think of transitioning from working and creating a paycheck to the next season of their life is how they recreate income and being thoughtful around their legacy.”

In this episode, Steve talks with Nathan Fulks and Samuel Dye, Managing Partners and Stewardship Coaches at Family Wealth Partners. In their roles, Nathan and Samuel serve individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners, they call themselves Stewardship Coaches instead of Financial Advisors to demonstrate that the role they play goes beyond simply financial decisions.

As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk with Steve about their team structure and how important it is for the founding partner to bring and help them pass the trust of the clients and the entire team. As young advisors, they also speak about why they call themselves stewardship coaches instead of financial advisors and the importance of finding your style in engaging clients and resisting the temptation of trying to be like someone else.

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When most people think about their financial future, their first thoughts are about numbers and investments. However, financial planning is about so much more than just money. It’s about living with your core values and purpose and making choices and decisions that align with your goals, ethics, and beliefs.

“One thing that people have a challenge with when they think of transitioning from working and creating a paycheck to the next season of their life is how they recreate income and being thoughtful around their legacy.”

In this episode, Steve talks with Nathan Fulks and Samuel Dye, Managing Partners and Stewardship Coaches at Family Wealth Partners. In their roles, Nathan and Samuel serve individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners, they call themselves Stewardship Coaches instead of Financial Advisors to demonstrate that the role they play goes beyond simply financial decisions.

As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk with Steve about their team structure and how important it is for the founding partner to bring and help them pass the trust of the clients and the entire team. As young advisors, they also speak about why they call themselves stewardship coaches instead of financial advisors and the importance of finding your style in engaging clients and resisting the temptation of trying to be like someone else.

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 Connect with our host

 Subscribe and stay in touch

Steve Atkinson

Steven Atkinson

Managing Director, Advisor Relations

Managing Director, Advisor Relations with Buckingham Wealth Group. For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design Build Protect client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.