Our Approach

We take the complex and make it simple.

Every new client relationship at Steward Group begins with a Life Discovery Discussion. Through this process we gain a full 360-degree perspective on your priorities and are able to generate a holistic, customized plan. Each plan we create is unique and the tools we employ are specific to each individual client’s needs.

Our goal is to create a plan that satisfies your needs for today, your goals for the future and your desire to leave a lasting legacy.

Wealth Creation • Wealth Management • Wealth Preservation

We believe a successful plan will address all three stages of financial planning. Our tested and proven process is anchored by six dynamic activities developed to enable us to continuously monitor and ensure that our clients’ goals and objectives are achieved.


  1. Define Purpose
  2. Gather Data
  3. Analyze Collected Data

  1. Develop & Present Plan
  2. Implement Plan
  3. Review Plan

1. Define Purpose
2. Gather Data
3. Analyze Collected Data
4. Develop & Present Plan
5. Implement Plan
6. Review Plan

If you would like to discuss how Steward Group can assist and guide you in the creation of a financial plan for you and those you care about, please contact us.