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

The purpose of this short phone meeting is to learn more about your needs and to determine if the services offered by Step By Step Financial are a good fit for you. This is a complimentary consultation without any further commitment.


2. Discovery Meeting

During this meeting, we will review your retirement, tax, and financial planning needs and discuss the financial planning agreement. We'll also mutually establish what your expectations are for us and if an ongoing partnership is the right fit. We'll start sketching a preliminary plan as we have a more detailed conversation about your personal and financial goals. The more open and transparent this phase is, the more detailed our plan will be.


3. Presentation Meeting

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you toward your financial goals. This plan will address the most important areas to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.


4. Ongoing planning, support and advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.


Contact us today to see how a financially sound plan may bring you closer to your goals.

Schedule a call