Kevin Jacobs | Certified Planner | Step By Step Financial

Kevin Jacobs CFP®

Kevin Jacobs is a CFP® who provides comprehensive financial planning services to married couples in all stages of the retirement journey. He is passionate about helping his clients balance their finances with their goals and values. Kevin focuses on a streamlined process that allows his clients:

  1. To clarify their goals and values.
  2. To audit their current financial situation.
  3. To make recommendations that realign their wealth with their goals.
  4. To monitor their plan in an ongoing capacity to ensure they stay on track.

Giving back is an essential part of Kevin’s professional and personal life. Along with his wife and eight children, he volunteers in their church and youth leadership programs. His roots in Illinois make him a lifelong Cubs fan, a passion proudly adopted by the rest of his family.

Learn more about the story of Step By Step Financial and Kevin's background by clicking on this link and watching a short video.

Additional education

M.A, Madonna University
B.A, Franciscan University of Steubenville


Along with being a CFP I am also a member of NAPFA. Below is a link to my NAPFA profile: