FINANCIAL LIFE MANAGEMENT

WHAT IS STONE STEPS FINANCIAL LIFE MANAGEMENT ALL ABOUT?

Stone Steps Financial Life Management is designed to provide you with a financial life plan which consists of financial planning advice and investment management on a regular basis. If you’re ready to work with a CFP® to help you clarify your goals, organize your finances, and maximize your potential then this is the program for you!

WHAT IS A FINANCIAL LIFE MANAGEMENT AND WHAT WILL WE ACCOMPLISH TOGETHER?

  • In our first three meetings, we focus on you before we focus on your money.  First we look at what a great life looks like to you, then we prioritize those elements and look at what could possibly get in the way.
  • Then we have a meeting about your financial life where we look at the road map we will use to take to align your money with your life.
  • At this meeting we may discuss the following, depending on your needs:
    • Net Worth Statement
    • Life and Career Goals
    • Savings Goals (Such as: down payment savings, emergency savings, or travel)
    • Employee Benefits Optimization Review
    • Executive Compensation
    • Cashflow Planning
    • Insurance Analysis and Protection Planning
    • Estate Planning review
    • Tax Planning
    • Retirement Plan recommendations and projections
    • Investment Analysis and recommendations
    • Credit Score review
    • Debt Repayment plan
  • After the initial meetings, we look to meet 2 – 4 times a year.  I also ask that you reach out to me by phone or email as questions come up as you are implementing your actions items.
  • You’ll receive unlimited support from me to help you implement your plan.
  • Please let me know when open enrollment is for your company so I can provide you with actionable recommendations for your company benefits.
  • I’ll also connect with your CPA, estate planning attorney, insurance agent, etc. to assist you with completing your financial planning action items. If you do not already have experts working for you, I would be happy to provide with recommendations of professionals as needed.

HOW DO I PAY FOR THIS PROGRAM?

I will send you an online bill to pay the initial planning fee and then a monthly or quarterly bill thereafter. The annual flat fee is based on the complexity of your financial situation. For this service, you do not need to have any investable assets with Stone Steps in order for us to work together.

CAN YOU MANAGE MY INVESTABLE ASSETS?

Absolutely! If you are looking for help with managing your investable assets, I can help you move them to TD Ameritrade (Stone Steps custodian). Investment management is included in our annual flat fee.

Contact me today to schedule a FREE strategy session to see if Stone Steps Comprehensive Planning program is right for you!