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


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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Modern

    We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.

  • 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?

Latest Articles

  • What is the EVOKE process?

    Financial planning done well, allows you to align your money with your life.  Money is a tool. We want to use it optimally. So before we determine what we should do with your money, ...

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  • Financial Life Planning = Financial Planning Done Right

    Since I began my career as a financial planner, I have always been searching for the best way to help clients plan and take action so they can live their ideal life.

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  • 4 Fool-Proof Ways to Negotiate a Higher Salary

    Negotiating a higher salary is one of the most effective ways to maximize your lifetime earnings potential. Negotiating your salary before accepting a new position increases the amount of income you will earn in ...

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  • 7 Budget-Friendly Family Vacation Ideas

    With the end of summer rapidly coming to a close, you may be looking for one last adventure with the family before the busyness of another school year takes over your home. Or maybe you want to plan ahead and get...

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