Retire with confidence. Live with purpose. Leave a legacy.
One dedicated Family Steward coordinating your income, protection, Medicare, taxes and trusts, so every piece of your retirement works together.
100% virtual · Free consultation · No obligation · Licensed in 31 states
"I have a 401(k), some insurance, and Medicare questions, but no one is looking at the whole picture."
"I'm not sure my savings will actually last."
"I don't know if I'm paying more tax than I need to, or if my will is enough to protect my family."
"Every advisor I talk to just wants to sell me something."
You don't have a product problem. You have a coordination problem.
Everyone sees a piece. No one sees the whole picture, except you.
Your CPA
sees only your taxes.
Your Attorney
sees only your documents.
Your Insurance Agent
sees only your policies.
Your 401(k)
sees only your investments.
So you're left connecting the dots between work, family and the decisions that matter most, usually with half the information.
That's how good families end up overpaying in taxes, holding policies that no longer fit, keeping a trust that was never funded, and leaving their children a mess to sort out.
One steward. One plan. Your whole family's future.
Your Divine Path Family Steward sits at the center of your financial life, coordinating your CPA, attorney, insurance and investments so everyone works from the same plan. You stop carrying messages between advisors. You stop being the one holding it all together.
All by phone or video, from your kitchen table.
Everyone on the same page. Finally.
Your finances should serve your family, your faith and your future, not become one more thing you have to carry.
That's what a family office is for.
What we coordinate
Tax Strategy
Tax-efficient retirement income, Roth conversion planning, RMD strategies, coordinated with your CPA.
Learn moreTrusts & Estate Planning
Living trusts, wills, avoiding probate, coordinated with licensed estate attorneys.
Learn moreHow it works
Discover
We listen to your goals, worries and faith-driven values.
Analyze
We review everything you have today, including taxes and estate documents.
Design
You get a clear, written plan in plain English.
Steward
We stay with you with annual reviews as life changes.
All meetings by phone or video, on your schedule.
Who we are
Stanley Gauss
Founder & CEO
A serial entrepreneur in insurance, fintech, and financial education. Author of The Healing Power of Generosity, driven by a Christian faith that calls us to steward wisely and bless others.
Amy Paisley
President
A mother of four and proud Memaw who helps families understand their options and build financial confidence — with a special heart for women, seniors, and hardworking families.
We listen before we recommend.
We explain everything in plain English.
We only recommend what serves your family.
We review your plan every year.
We plan for generations, not transactions.
"Whoever can be trusted with very little can also be trusted with much." (Luke 16:10)
Consultations are always free. When you choose a product, we're paid a commission by the insurance company, built into the product, never an extra fee to you.
Client stories
"Stanley explained my Medicare options in plain English and never made me feel rushed. I finally understand what I'm paying for."
Margaret, New Jersey · Age 68
"They rolled over my old 401(k) and showed me exactly how it would pay out each month. No pressure, just clear answers."
Robert, New Jersey · Age 62
"After my husband passed, Amy helped me get everything in order so my kids wouldn't have to. I sleep better knowing it's done."
Diane, New Jersey · Age 71
Frequently asked questions
Find out where your retirement really stands.
8 questions. About 3 minutes. No obligation.
or call 844-553-2003 to meet with your Family Steward by phone or video, Mon–Fri 9am–6pm ET