Financial Clarity,
Right Here in Homewood

Life is busy and finances get complicated—we help Homewood families reduce stress, answer questions, and align money with what matters most.

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Built for the Moments That Change Everything

Most people don't come to us with a perfect plan—they come when life gets more complex. This guide gives you practical clarity when it matters most.

New Job or Promotion

Understand your rollover options and benefits package before making big decisions that impact your financial future.

Marriage or Divorce

Navigate the complex process of aligning finances with a new future, whether joining or separating assets.

Birth of a Child

From life insurance to college savings plans, help secure your growing family's financial foundation from day one.

How We Can Guide You

Caring for Elderly Family

Create a comprehensive plan for long-term care while helping protect your own financial future and retirement security.

Receiving an Inheritance

Make thoughtful decisions with inherited assets that honor the gift while helping improve its long-term impact on your goals.

First Job

Simple, actionable steps for navigating employee benefits and basic financial planning—perfect for you or to share with your adult children.

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What's Inside Your Clarity Guide

✓ 15-Minute Financial Clarity Checklist

Quick assessment to identify your most pressing financial needs and opportunities.

✓ Life Moments Planning Roadmaps

Step-by-step guidance for navigating major life transitions with financial confidence.

Pre-Meeting Checklist

✓ 5 Smart Questions for Any Advisor

Essential questions to help you evaluate and choose the right financial professional for your needs.

✓ Homewood-Specific Insights

Local tax considerations, property trends, school planning, and community giving opportunities unique to our area.

✓ Meeting Prep Worksheet

Never walk into a financial meeting unprepared—organize your questions and priorities before any consultation.

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Our Simple Process

Getting to know you

We start by getting to know you, your financial goals, values, concerns and where you are today.

Gathering details

We collect the relevant financial data, your income, expenses, assets, liabilities, insurance and more.

Analyzing your situation

We examin your financial profile to identify strengths, gaps, and opportunities.

Developing your plaN

Based on your goals and data, we create a personalized strategy that aligns with your life and priorities.

Taking actioN

Together we implement the plan, whether it is investing, budgeting, insuring or saving.

Monitoring & Adjusting

As your life evolves, we review and revise the plan regularly to keep things on track.

Meet Your Homewood Financial Guide

Joe Stephens, CFP^®

As a proud Homewood resident, Joe combines 20+ years of financial expertise with deep local knowledge. He founded this practice to help neighbors navigate life's financial complexities with clarity and confidence.

"I created this guide because I saw too many families making decisions without all the information they needed—especially during major life transitions."

Did you know? Joe is passionate about financial literacy and enjoys speaking to groups. Reach out if you're interested in having Joe speak at your event.

Frequently Asked Questions

Is this guide really free?

Yes! We believe everyone deserves access to quality financial information. The guide is our way of introducing our approach to the Homewood community with no strings attached.

DO I NEED TO BE A CURRENT CLIENT?

Not at all. This guide is designed for anyone in Homewood facing financial decisions. If you find it helpful and want more personalized guidance, we're here when you're ready.

Is the information specific to Homewood?

Absolutely. While it covers universal financial principles, we've included sections specifically addressing Homewood's property market, local tax considerations, and community resources.

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You don't need to have it all figured out. This guide can be a good first step toward financial confidence for your Homewood family.

Serving Homewood families for over 20 years • 205-769-6030 • info@edgewoodwealth.com

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