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.

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.

Retirement planning isn’t something to think about only when retirement gets close. Regularly reviewing how much you’re ...
10/06/2026

Retirement planning isn’t something to think about only when retirement gets close. Regularly reviewing how much you’re contributing—and whether it still aligns with your goals—is an important part of long-term planning. As year-end approaches, now is a natural time for a contribution check-in.

Call (316) 768-7526 to speak with a Steward.

When was the last time you looked beyond your account balance and reviewed how your portfolio is actually positioned?You...
10/05/2026

When was the last time you looked beyond your account balance and reviewed how your portfolio is actually positioned?

Your investments should work in conjunction with your goals, time horizon, and overall financial strategy. StewardRight® clients can log into Black Diamond to review portfolio performance and positioning.

Have questions about what you’re seeing? Connect with your Steward.

The fourth quarter is here. Before the holiday season and year-end deadlines arrive, take time to review the financial d...
10/02/2026

The fourth quarter is here. Before the holiday season and year-end deadlines arrive, take time to review the financial decisions you may still need to make in 2026. Taxes, retirement contributions, charitable giving, cash flow, and investment planning may all deserve a second look.

Schedule your year-end review today.

Markets can test even the best-laid plans. Fear, impatience, and uncertainty can tempt investors to abandon a strategy a...
09/30/2026

Markets can test even the best-laid plans. Fear, impatience, and uncertainty can tempt investors to abandon a strategy at exactly the wrong time.

A thoughtful plan gives you something to return to when emotions are running high. Contact us to explore your financial options.

Should you contribute to a Roth account or a Traditional retirement account? The answer depends on your income, tax situ...
09/15/2026

Should you contribute to a Roth account or a Traditional retirement account? The answer depends on your income, tax situation, and long-term goals. There isn't a one-size-fits-all solution—but there is a strategy that's right for you.

We'd be happy to walk through your options and help you make an informed decision.

Financial freedom doesn't begin when you retire—it begins when you have a plan. Whether retirement is five years away or...
09/14/2026

Financial freedom doesn't begin when you retire—it begins when you have a plan. Whether retirement is five years away or thirty, having a strategy today gives you more choices tomorrow.

Let's build a roadmap that fits your goals and your season of life. Book your discovery call with us today!

The best financial plan isn't built on products—it's built on relationships.At Steward Right, we believe in listening fi...
09/10/2026

The best financial plan isn't built on products—it's built on relationships.

At Steward Right, we believe in listening first, understanding your goals, and creating personalized strategies that reflect what matters most to you.

If you're looking for a financial partner—not just an advisor—we'd love to meet you.
Call (316) 768-7526 to speak with a Steward.

Time in the market has historically been more valuable than trying to time the market. Missing just a handful of the mar...
09/09/2026

Time in the market has historically been more valuable than trying to time the market. Missing just a handful of the market's strongest days can have a meaningful impact on long-term growth. Staying invested with a disciplined strategy often produces better outcomes than reacting to short-term uncertainty.

Want confidence that your investment strategy is built for the long haul? Let's talk.

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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