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Plan Wisely, Live Fully

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Plan Wisely,Live Fully.

plan wisely,
live fully.

Financial planning designed to align your money with your ideal life

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.

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Our Process

Our Financial Life Management process is comprised of 5 fundamental steps to ensure that your financial plan is tailored to your specific needs. We will have 4 meetings over 2-3 months as we establish your Financial Life Plan through the EVOKE process. We start with our exploratory conversation and from there, we prioritize your goals, identify potential obstacles, generate a personalized roadmap of financial knowledge, and execute your plan. We continue to meet twice a year to review your Financial Life Plan, discuss your progress, and further refine your plan.

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 and families who are serious about planning, regardless of investable assets, to help them live a fulfilled life.

Your next step

If you’re ready to take the next step toward financial independence we’re ready to help. Working together is easy with our client-driven approach where we develop a plan based on your unique needs.

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