It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage that disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Introductory Meeting-30 Minute Phone Call
This short phone meeting is to learn more about your needs and determine whether Step By Step Financial's services fit your needs. It is a complimentary consultation without any further commitment.
2. Discovery Meeting
During the discovery meeting at Step By Step Financial, we strive to understand your financial goals, current situation, and concerns. We will discuss your financial history, future aspirations, and any specific areas you need help with, allowing us to tailor our services to best meet your needs. We ask you to bring your most recently filed tax return and investment account statements to this meeting.
3. Presentation Meeting
Now that we have a foundation, we can deliver an easy-to-follow roadmap to guide you toward your financial goals. We will present our action plan based on your goals and priorities.
4. Ongoing planning, support and advice
Life is constantly changing, and your goals will, too. When new priorities lead you to take different approaches to wealth management and savings, we'll adapt your plan so it transitions with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.
