Plan Wisely, Live Fully
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Hi, We're Stone Steps
We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.
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Our Process
Our Financial Life Management process is comprised of 5 fundamental steps to ensure that your financial plan is tailored to your specific needs. We will have 4 meetings over 2-3 months as we establish your Financial Life Plan through the EVOKE process. We start with our exploratory conversation and from there, we prioritize your goals, identify potential obstacles, generate a personalized roadmap of financial knowledge, and execute your plan. We continue to meet twice a year to review your Financial Life Plan, discuss your progress, and further refine your plan.
The Stone Steps difference
Fee Only
We don’t receive compensation by selling you products. We get paid to provide you objective advice with your best interests at heart.
Flexible
Meet at the office or virtually. We know your time is precious, so together we’ll create a plan, break it into manageable pieces, and monitor it along the way.
Customized
We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.
Relatable
You deserve to be heard and understood. You also deserve the opportunity to be educated about the choices you make for your financial life.
Modern
We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.
Limitless
We work with individuals and families who are serious about planning, regardless of investable assets, to help them live a fulfilled life.
