Our Approach | Stewards Planning Group, Willmar, MN

Our Collaborative Team Approach

Aligning Your Wealth with Its Greatest Impact

At Stewards Planning Group, our proprietary process is designed to uncover the best use of your time, talent and treasure. We developed an insightful three-step process to align your wealth with what matters most in life while building even greater forms of wealth: character and contentment.

The Stewards Planning Process

STEP 1: Organize

In order to responsibly 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? and 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.

Collaborative Service from People Who Care

Our team is made up of experienced, highly trained financial professionals who care deeply about our clients. We serve you as a collaborative team, offering the best of our individual expertise to benefit your unique situation.

Purposeful Planning at Every Stage

Every stage of life brings new opportunities to align your wealth with your purpose. We can provide the guidance and clarity you need for each new phase, so you can live the fulfilling, impacting life you desire.

Just Getting Started

Building an Abundant Life

Planning for and Nearing Retirement

Living a Repurposed Life in Retirement

Capture your Highest ‘Return on Life’

An abundant life should be enjoyed today, not just in the future. Accumulating money is not the end-goal, but it is a valuable tool to maximize your return on life and build the values, experiences and perspective that produce even greater forms of wealth. Our financial planning process is designed to help you build non-financial assets, too, like character and purpose, contentment and gratitude, generosity and abundance.

Online Access to Your Organized Finances

As a client, you can enjoy access to eMoney, a cutting-edge financial planning tool that provides real-time insights, interactive scenarios, and comprehensive tracking. This user-friendly platform facilitates collaborative communication with your advisor and lets you see the full picture of your financial journey.

Start Building Your Stewards Plan

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