WELCOME TO STONE STEPS

A fee-only
financial planning firm
dedicated to helping professionals
and families navigate
through the complexities
of personal finance.

SCHEDULE AN
APPOINTMENT

Picture of Scott Frank of Stone Steps Financial, with his wife and child

WELCOME TO STONE STEPS

A fee-only financial planning firm dedicated to helping professionals and families navigate through the complexities of personal finance.
Image of Scott Frank
Image of Scott Frank
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HI, I’M SCOTT

I’m passionate about helping you understand your current financial situation and clarify your goals. We start with conversations about what is most important to you in your life before we turn our attention your money.  Then we create a plan together to get you on your path and hold you accountable along the way.

I founded Stone Steps to provide comprehensive financial planning  and investment management designed to help you plan better and live better.
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FEE-ONLY
We don’t receive compensation by selling you products. We get paid to provide you objective advice with your best interests at heart.
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FLEXIBLE
Meet at the office or virtually. We know your time is precious, so together we’ll create a plan, break it into manageable pieces, and monitor it along the way.
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CUSTOMIZED
We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.
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CUSTOMIZED
We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.
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RELATABLE
We believe you deserve to be heard and understood. You also deserve the opportunity to be educated about the choices you make for your financial life.
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RELATABLE
We believe you deserve to be heard and understood. You also deserve the opportunity to be educated about the choices you make for your financial life.
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MODERN
We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.
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LIMITLESS
We work with individuals and families who are serious about planning and achieving their goals, regardless of net worth, income, or investable assets.

READY TO ALIGN MONEY WITH LIFE?

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APPOINTMENT

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