Leading Edge Financial Planning, LLC

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Leading Edge Financial Planning, LLC We guide people in making wise financial decisions through every stage of life.

Thinking about making a career change or starting a business? Before you take the leap, make sure your finances are read...
11/10/2026

Thinking about making a career change or starting a business? Before you take the leap, make sure your finances are ready for the transition.

A new career or business venture can bring exciting opportunities, but it can also come with financial uncertainty.

Whether you're leaving a steady paycheck, moving into self-employment, or turning a passion into a business, there are a few important financial considerations worth thinking through:

Build a financial cushion: Do you have enough savings to cover personal expenses while you transition?

Review your benefits: What happens to your health insurance, retirement contributions, and other employer-sponsored benefits?

Understand your cash flow: Will your new income be consistent, or will there be periods of uncertainty?

Plan for taxes: Self-employment and business ownership can bring different tax responsibilities.

Revisit your financial goals: Does this new opportunity fit into your bigger financial picture?

Taking time to prepare financially doesn't mean putting your dreams on hold. It means giving yourself a stronger foundation to pursue them.

Big career moves deserve thoughtful financial planning.

At StewardRight, we believe understanding the financial side of a major life decision can help you move forward with greater confidence.

You spent decades preparing for retirement. So why can spending your savings feel so difficult?For many retirees, saving...
11/06/2026

You spent decades preparing for retirement. So why can spending your savings feel so difficult?

For many retirees, saving comes naturally. Spending what they've worked so hard to accumulate? That's a different story.

Even with a solid financial plan, it's common to feel hesitant about taking that next step. Questions about longevity, unexpected expenses, and leaving something behind can make enjoying retirement feel complicated.

But here's something worth remembering: Your financial plan isn't just about protecting what you've built. It's also about making room to enjoy it.

Retirement should be about more than watching account balances. It should create opportunities for experiences, meaningful time with loved ones, and the freedom to pursue what matters to you.

A thoughtful retirement plan can help you understand what you can comfortably spend while keeping your long-term goals in perspective.

You've spent years preparing for this chapter. Don't forget to live it.

At StewardRight, we believe financial planning should help you make the most of the life you've worked so hard to build.

What if your financial plan could help you make a bigger difference in the lives of others?For many people, financial su...
11/04/2026

What if your financial plan could help you make a bigger difference in the lives of others?

For many people, financial success isn't measured solely by what they accumulate. It's also measured by what they're able to give.

Whether it's supporting a favorite charity, helping a family member through a difficult season, or investing in a cause close to your heart, generosity is often an important part of the bigger picture.

But meaningful giving doesn't have to happen without a strategy.

Thoughtful financial planning can help you consider questions like:

• Which causes matter most to you?
• How much can you comfortably give while maintaining your own financial security?
• Are there tax-efficient ways to support the organizations you care about?
• What values do you hope your generosity will pass on to future generations?

Giving with intention can help align your financial resources with the things you believe in.

Because a meaningful financial legacy isn't just about what you leave behind. It's also about the difference you make along the way.

At StewardRight, we believe your financial plan should reflect not only your goals, but also your values.

Your business may be one of your greatest accomplishments. But is it 𝘱𝘢𝘳𝘵 of your long-term plan or is your entire plan ...
10/30/2026

Your business may be one of your greatest accomplishments. But is it 𝘱𝘢𝘳𝘵 of your long-term plan or is your entire plan 𝘵𝘪𝘦𝘥 to the business?

For many business owners, years of hard work go into building something valuable. Yet it's easy to put off some important questions:

• If you wanted to step away in five years, what would need to happen first?
• Is your personal financial future too dependent on the success of your business?
• Who would take the reins if you couldn't run it tomorrow?
• Have you thought about what you want your next chapter to look like?

These aren't just questions for business owners approaching retirement. The earlier you start thinking through them, the more options you may have.

You've put years into building your business. Let's make sure you're also building a plan for what comes next.

Give us a call to start a conversation.

Some of the most important financial decisions never make the headlines.The decision to help a child get started without...
10/27/2026

Some of the most important financial decisions never make the headlines.

The decision to help a child get started without putting your own retirement at risk. The conversation about caring for aging parents. The choice between paying off the mortgage early and keeping more flexibility. Or simply making sure your family would know what to do if the unexpected happened.

Financial planning isn't just about growing wealth. It's about preparing for real life, navigating trade-offs, and making thoughtful decisions before circumstances make them for you.

At StewardRight, we believe your financial plan should reflect the life you're building and the people you're building it for.

What financial decision would give you the most peace of mind if you had a plan for it today?

Could your HSA be working harder for you?Most people treat their Health Savings Account like a checking account, but it ...
10/23/2026

Could your HSA be working harder for you?

Most people treat their Health Savings Account like a checking account, but it can actually be one of the most powerful retirement tools available. Triple tax advantages, long-term growth potential, and flexibility you may not know you have. Let's talk about whether your HSA strategy is set up to work as hard as it should.

Some financial conversations are too important to put off.Talking with aging parents about their finances, future care, ...
10/20/2026

Some financial conversations are too important to put off.

Talking with aging parents about their finances, future care, and wishes for the years ahead isn't always easy. But having those conversations before a crisis arises can help families understand their options and make thoughtful decisions together.

A few important questions to consider:
🔵 Are important financial and legal documents up to date?
🔵 Does the family understand their parents' wishes for future care?
🔵 Have the right people been identified to help if needed?

These conversations aren't just about money. They're about protecting the people we love and making sure their wishes are understood. ❤️

If your family could benefit from a more intentional financial plan, we'd welcome a conversation.

We’re moving into the final stretch of 2026, making this a great time to check in on your financial plan.Review your ret...
10/15/2026

We’re moving into the final stretch of 2026, making this a great time to check in on your financial plan.

Review your retirement contributions, cash flow, investments, and any goals you set earlier this year. A few thoughtful adjustments now can help you approach year-end with greater clarity.

Schedule a review with your Steward today.

A good financial plan isn’t only about accumulating more. It’s about identifying what you want your money to make possib...
10/13/2026

A good financial plan isn’t only about accumulating more. It’s about identifying what you want your money to make possible—time with family, generosity, experiences, security, independence, or greater freedom to make choices.

When your money has a purpose, your financial decisions can become clearer.

Visit stewardright.com to learn more.

A market decline doesn’t automatically mean your financial strategy has stopped working. Markets move through periods of...
10/08/2026

A market decline doesn’t automatically mean your financial strategy has stopped working. Markets move through periods of uncertainty, and short-term volatility can feel uncomfortable even within a well-designed long-term plan. The goal isn’t to eliminate every fluctuation—it’s to make informed decisions through them.

Talk with your Steward if market movement has you questioning your plan.

Address

2800 Cornerstone Drive, B-1, U-2
Pagosa Springs, CO
81147

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19702510313

Website

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