About Step By Step Financial
A Tulsa financial planning firm founded in 2008 by Kevin Jacobs, a CERTIFIED FINANCIAL PLANNER® professional.
We work for you, with you, and beside you.
How we work
We start with a plan. Most clients begin with Financial Planning: a one-time written plan for one flat fee. You keep your accounts where they are and carry out the plan yourself.
Some ask us to stay involved. Ongoing Planning: we manage your investments at Fidelity and keep your plan current, for an annual fee based on the assets we manage. Accounts held elsewhere move to Fidelity, and we help with the transfer.
Taxes come first. Every recommendation considers what you'll owe.
Step by step. Understand first, recommend second, act third.
How it worksWhat we are
- A fiduciary. We are required to act in your best interest.
- Fee-only. Our advisory fees are paid by our clients. We don't sell products or earn commissions.
- Registered with the Oklahoma Department of Securities. Our public record is at adviserinfo.sec.gov, CRD 146345.
Tax preparation
Step By Step Tax Solutions, LLC is a separate firm, also owned by Kevin, that prepares tax returns under its own engagement letter. It's optional. You don't have to use it to work with us, and many of our clients keep their own tax preparer.
About Step By Step Tax SolutionsWhere we are
Our office is at 9717 E 42nd St, Suite 103, in Tulsa, and we also meet by video. We're members of the Owasso Chamber of Commerce and the Fee Only Network.
30 minutes, by phone or video. No fee, no obligation, and nothing to prepare.