FINANCIAL LIFE MANAGEMENT

Financial Life Management is comprehensive financial planning and investment management applied through the lens of your fulfilled life. Rather than simply give you the text book solution, we apply our technical expertise once we know what a great life looks like to you.  After all, you are hiring us, not your money.

STEP 01.

LET’S CHAT

Schedule a free initial appointment so we can get to know each other. During our 60 minute meeting we will discuss your financial life at length to determine if Stone Steps is right for you.

STEP 02.

LET’S CHAT SOME MORE

We will have four meetings over 2 to 3 months as we establish your Financial Life Plan through the EVOKE process.

  1. Exploration – We will discuss your financial life from a 30,000 foot view as well as what a great life looks like to you (and your partner if you have one), have a Financial Check-Up to make sure nothing is urgent, and introduce you to your Stone Steps dashboard.
  2. Vision – We will have a conversation about (both of) your answers to the Three Questions and Heart’s Grid so we know what a great life looks like for you (both).
  3. Obstacles – We will come back to your visions of a great life and look at what could possible get in the way.  We will also review your Ideal Day, Week, and Year to understand how close or far you are from your ideal life from a time perspective.
  4. Knowledge – We will review your initial Financial Life Plan.  Your Financial Life Plan which will address the major facets of your financial life, such as: Investments, Tax Planning,  Cash Flow, Net Worth, Insurance, Stock Options, Employee Benefits, College Planning, and Estate Planning.

STEP 03.

PUT YOUR PLAN INTO ACTION

Execution & Monitoring

With your initial Financial Life Plan in place, our work has just begun.  We deeply believe that the value of planning is the process of planning vs. the plan itself.  Now it’s time to take action.  We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so we can make changes as opportunities and challenges arise.  In addition to monitoring your plan and guiding you through your financial life, we will also help you manage your investments.

STEP 04.

STAY ACCOUNTABLE & BREATHE EASY

We will meet 2 – 3 times a year to renew your Financial Life Plan, discuss your progress and continue to refine your plan.  With your plan in place, and our next meeting set, you can breathe easy knowing that your financial life is being monitored.  In between meeting, we are available by phone or email.

READY TO TAKE YOUR FIRST STEP?

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