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Matthew J. Syverson, CFP®

Sound Stewardship, LLC

7300 College Blvd.
Suite 175
Overland Park, KS 66210
Phone: (913) 317-6000
Fax: (913) 948-6270

Toll-free: (888) 793-3337

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Disaster Recovery
  • Investment Management
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Tangible Assets
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: We assess a flat fee for comprehensive financial planning, based on the client's net worth.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.