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Client Login

Use the links below to login to your client portal or investment accounts.

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Access your portals

Our Story

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.

Altruist

Check your account performance and statements

First Step Cash Management

Manage expenditures, reduce debt, increase savings

Charles Schwab

Holds and safeguards your investable assets

Meet with the team

We are here for you whenever a financial matter arrives or a shift in your life happens.

Let's chat

Schedule a free call so we can get to know each other and see if we're a good fit.

Schedule a call
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