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The Everyday Steward
practice in the Charlotte office of Ronald
Blue & Co. is designed to assist clients in
making sound financial decisions based upon
objective, Biblically-based principles.
Everyday Steward services in the Charlotte
office are coordinated by Charles Terry and
Sarah Nelms.
Fees for hourly financial planning are $180
per hour. Fees for investment management
services are a percentage of the
asset balances under management. To find out
how we can serve you, click here.
To speak directly with us or
schedule a meeting, contact Charlotte via
phone (704) 409-1915 or
via email.
Sarah Nelms,
CFP®
Personal Financial Advisor
Everyday Steward of Charlotte |
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As a Senior Financial Planner for
Everyday Steward Charlotte, Sarah
offers fee-only hourly financial
planning and investment management
services to clients across the
Carolinas. Prior to joining Ronald
Blue and Co. in 2006, Sarah worked
as a Retirement Specialist at
Vanguard. Sarah is a CERTIFIED
FINANCIAL PLANNER™ certificant and
received her B.S. in Finance from
West Virginia University. Sarah
lives in Charlotte and attends
Forest Hill Church. |
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Charles Terry
CFP®
Personal Financial Advisor
Everyday Steward of Charlotte |
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As a Senior Financial Planner for
Everyday Steward Charlotte, Charles
offers fee-only financial planning
and investment management services
to clients across the Carolinas and
beyond. Prior to joining Ronald Blue
& Co. in 2006, Charles worked as an
Area Director for Young Life, an
outreach ministry to high school
students. Charles received a
Bachelor’s degree in Mathematics
from the University of North
Carolina at Chapel Hill and is a CERTIFIED
FINANCIAL PLANNER™ certificant. He
and his wife Amy live in Rock Hill,
SC and are the proud parents of
their daughter Caroline.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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