What Is Your Investment?
Step by Step is a fee-only firm which means the compensation we receive comes entirely from our clients, not by the sale of any products or services. We do not receive commissions, referral fees, or third-party incentives.
We do our best to keep costs transparent, upfront, and simple. All clients know their fees before they start the process. It is our desire to provide you with exceptional value that far exceeds our fee.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
- Our fees are billed directly to the accounts we manage on your behalf.
- View our Client Agreement and Fee Structure
- View Our Advisor Disclosure Document
- Schedule an Initial Introductory Phone Call to determine if the services we offer are a good fit for you.
