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


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.

  • 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.

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.

Latest Articles

  • 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 ...

    Read More
  • 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...

    Read More
  • 4 Easy Steps to Streamline Your Business Expensing Process

    If you’re like most business owners, business expensing can be a real chore if you don’t have the right processes in place to manage it effectively. Luckily, I’m right there with you, refining my own proces...

    Read More
  • 8 Quick Facts About Health Savings Accounts

    A health savings account (HSA) is a savings account used in conjunction with a high-deductible health insurance policy (HDHP) that allows you to save money tax-free against medical expenses.

    For those w...

    Read More