Modern Benefits.
Real People.
Stronger Teams.
We guide small businesses in offering meaningful and modern benefits beyond group health plans and 401(k)s without added cost or complexity.
Empowering Small Businesses with Personalized Financial Stewardship
At Financial Stewards, we specialize in helping small businesses offer meaningful benefits to their teams without the burden of added costs or administrative complexity. Our approach is centered around personalized support and financial education, ensuring that each employee receives the guidance they need to thrive.Step 1: Express Your Interest
Begin by submitting a simple application to let us know you're interested. This helps us understand your business and how we can best support your team.Step 2: Personalized Consultation
Once we receive your application, we'll reach out to schedule a consultation. During this conversation, we'll learn more about your business, your team, and your goals to tailor our services to your specific needs.Step 3: Employee Onboarding
We onboard each of your employees, providing them with access to a dedicated Financial Steward. This Steward offers one-on-one guidance, helping employees understand and utilize their benefits effectively.Step 4: Ongoing Support and Education
Our commitment continues beyond onboarding. We provide continuous support and financial education to your employees, ensuring they have the tools and knowledge to make informed financial decisions.Capacity Note: To maintain the quality and effectiveness of our services, we limit our onboarding to 50 new employees per month. This ensures each individual receives the attention and support they deserve.
For Local Businesses - Our "Perks" Providers
Who it's for:
Small business owners who want to offer a simple, useful deal to local employees — and be seen as the trusted go-to in their category.What it is:
You offer one clear perk (like 15% off or a free consult). We list your business inside our employee benefit portal — not as an ad, but as a local partner.You’re seen by employees in your area who are already looking for trusted services.What you get:
Direct access to nearby employeesA slot in a curated local listing (not a crowded directory)A real chance to serve — not just advertiseNext step:
Fill out a quick form to request a listing. We’ll review it and let you know if you’re approved for early access.
For Professionals - Our Dream Team
Who it's for:
Financial advisors, attorneys, mortgage brokers, tax pros, and other licensed financial professionals who want to serve families with integrity.What it is:
We assign each client a Steward — a trusted guide. When that family needs expert help in your field, their Steward refers them directly to a vetted Dream Team member like you.You’re not buying leads. You’re earning trust and serving as a point of contact for real people.What you get:
Warm referrals from aligned clientsA clear role in the platform’s referral flowA chance to build your business by doing good workNext step:
Apply to join our referral network. If you’re a fit, we’ll follow up with next steps.
For Employers
Who it's for:
Small and mid-sized businesses that want to offer real value to their employees — without adding cost or complexity.What it is:
Our platform gives your team access to financial guidance, local perks, and trusted professionals — all managed by a dedicated Financial Steward.You can also work with your Steward to build a modern, low-cost benefits package that fits your team and goals.What you get:
A benefits layer your team will actually useHelp competing with larger employers — without breaking the bankA guide you can trust, not just another software toolNext step:
Fill out a short interest form. We’ll walk you through everything and help you decide if this is a fit for your company.
Contact Us
Have questions about the platform? Want to talk before you apply? We’d love to hear from you.We’re a small, values-driven team — so when you reach out, a real person will read it and respond.Email us directly: