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Wealth is More Than Money

Helping families steward their time, talent and treasure.

Build and Steward Your Abundant Life

Wealth is not the goal but should be enjoyed as a tool to live a more purposeful and impactful life.

Purposeful Financial Planning

Purposeful Financial Planning

The goal of building wealth is not merely to accumulate assets. It’s to maximize the experiences and impact of your life. At Stewards Planning Group, we help clients understand their wealth (in all its forms) and plan for its purposeful use today, in retirement and for generations to come.

Repurposed Retirement

Planning financially for retirement isn’t enough. What will you do with your time? How will you contribute to the world around you? What will give you a sense of purpose and fulfillment? We help clients reimagine their vision of retirement and prepare mentally and emotionally for one of life’s great transitions. We supply dozens of resources to help you get the most out of your golden years and offer support and guidance every step of the way.

Let's Unlock Your Future
Meet Stewards Planning Group

Meet Stewards Planning Group

We’re an independent, tax-intelligent financial planning firm based in Willmar, Minnesota, that serves values-driven clients across the country. Our experienced team of wealth stewards delivers customized financial guidance designed around your most important priorities. Relationships, collaboration, purpose and generosity are what make us passionate about our work, and it's a privilege to partner with families in stewarding their wealth.

The Stewards Planning Process

We get to the heart of what matters most by using a three-step process to organize, allocate and transfer your wealth.

Step 1: Organize

In order to properly manage wealth, we must first understand what assets you have, where they reside, and how to protect them. We'll help you answer the question, "What am I stewarding today?" We create a complete picture of available resources before discussing the best ways to leverage them to enhance the enjoyment and impact of your life.

Step 2: Allocate

It doesn’t matter how much you earn, but how much money is usable as after-tax income that matters. We’ll help you answer the question, “How much is enough for me to live on?” and develop an income plan that meets your immediate and future needs. The goal is to ensure cash-flow can support your priorities at every stage of life without always moving the finish line.

Step 3: Transfer

We'll help you answer the question, "What should I do with the rest?" and outline a process to transfer wealth in a way that aligns with your values, legacy goals, and Kingdom purposes. To support your family's continued impact, we even educate and prepare heirs to wisely steward their inheritance.

Explore Our Approach

Who We Serve

Individuals & Families

Individuals & Families

We provide custom financial planning to help you align your wealth with your values and live a generous, abundant life.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Retirement isn’t an ending but a new beginning. We help you reimagine your future through our Repurposed Retirement approach.

Business Owners

Business Owners

We keep you organized and prepared with guidance for succession planning, exit strategies, retirement plans, and your personal finances.

Farmers & Ranchers

Farmers & Ranchers

We offer guidance to help you navigate unique challenges, manage your wealth, and safeguard your legacy for the next generation.

See Who We Help

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