HI, I’M SCOTT
I’m passionate about helping clients understand their current financial situation and clarify their goals. Together, we create a plan to get them on their path and hold them accountable along the way.
I founded Stone Steps to provide people like you and me with comprehensive financial planning designed to help you plan better and live better.
We don’t receive compensation by selling you products. We get paid to provide you objective advice with your best interests at heart.
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.
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.
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.
We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.
We work with individuals and families who are serious about planning and achieving their goals, regardless of net worth, income, or investable assets.
Plan Better. Live Better.
I founded Stone Steps to provide the largely under-served Gen X and Gen Y clients with comprehensive financial planning and investment management services. Stone Steps is a passion driven, fee-only firm focused on helping today’s professionals and families plan and work toward their unique vision of a great life.
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