Services For Your
High Capacity Families
Partnering with Stewardship Ministries empowers your organization to extend two invaluable services to your high-capacity families.
As part of our coaching services, we will conduct Stewardship Briefings for your highest capacity supporters to introduce them to a radically different approach to financial and estate planning that is grounded in a biblical worldview instead of the traditional secular worldview that is routinely practiced in the industry.
We help them answer the three essential planning questions that must be answered if a family wants to do comprehensive planning. We will also provide attendees with a new way to think about inheritances for their families.
For those families who attend a stewardship briefing, they are given the opportunity to take the next step and schedule an individual day-long Discovery Retreat with two of our team to help them gain clarity on exactly what they believe God wants them to do with all of the possessions that God has entrusted them to manage. This retreat is a deep dive into their personal histories, their families, the wealth they manage, and how to best steward it all.
As a result of this Discovery Retreat, the family will develop a detailed list of stewardship planning goals and objectives to help their advisors and the SRG planning team create a stewardship plan that achieves all of their planning goals and objectives. Because we see stewardship planning as far more of a spiritual exercise than a financial and a legal one, the questions we ask are much different than the questions they have been asked in the past and consequently they come up with totally different answers than they have in the past.