WELCOME TO STONE STEPS

A financial life planning
firm dedicated to
aligning your money
with your ideal life.
SCHEDULE AN
APPOINTMENT
Scott Frank of Stone Steps Financial with his family

WELCOME TO STONE STEPS

A financial life planning firm dedicated to aligning your money with your ideal life.

scott frank of stone steps financial working plan

scott frank of stone steps financial meeting client

scott frank of stone steps financial meeting client
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MEET 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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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.
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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.
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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.
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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.
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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.
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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.
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MODERN
We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.
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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?

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APPOINTMENT

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LATEST ARTICLES

Backdoor Roths, Quarterly Taxes, and Deep Work

Education Please find our first video in which we break down planning topics to help you understand financial tactics and strategies you may employ in your life. In this...
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Education, Updates, and Resources

A new format for the blog. Education We believe one of our key roles is to help educate you about financial topics in plain english.  Expect to see content from Stone Steps or...
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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...
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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. Traditional...
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