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Two kinds of people come to us. Both deserve better than generic advice
Tech & Biotech Executives
You earn well, save well, and still can’t tell if the numbers add up the way you need them to. RSUs, a growing 401(k), a tax bill that feels too high, and a retirement you want on your terms — at 55, not 65. We’ve done this before, specifically for people at companies like yours.
Business Owners
You’ve built something real. The business is doing well — $2M or more in revenue — and you’re starting to think seriously about what comes next: growing it, protecting it, and eventually exiting on your own terms. The financial complexity is significant, the timeline is real, and the stakes are high. We help business owners build a financial plan that keeps pace with the business and prepares for the transition ahead.
Hi, We're Stone Steps
We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.
Trusted by people at these companies:
Our Process
Our planning process starts where most financial plans don’t — with your life. Through the EVOKE® Life Planning process, we’ll have four meetings over two to three months to build a Financial Life Plan genuinely tailored to you: where you are, where you want to go, and what might get in the way. We continue to meet twice a year to review your plan, track your progress, and refine as life evolves.
The Stone Steps difference
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
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, families, and business owners who are serious about planning. Whether you’re building toward retirement or navigating a major financial transition, we’re here to help you live a fulfilled life.
Learn before you decide.
Real Personal Finance is a weekly podcast where Scott Frank and co-host Nick Covyeau, CFP® answer real questions about money and life in plain English — no jargon, no product pitches. If you want to get a feel for how we think before booking a call, this is the best place to start.
