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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09/09/20
08/25/20
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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05/17/19
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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05/01/19
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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09/14/16
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...
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08/16/16
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...
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