FAQs

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The Chartered Financial Analyst® (CFA®) credential is the most respected and recognized investment designation in the world. The curriculum covers academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. A work experience requirement and an annual attestation to ethics ensure career long professional excellence by those who have earned the charter. (Source: CFA Institute)

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. – See more at: CFP Board

I am happy to meet with clients in my office but at this stage of life, time is so precious that it can be very difficult to get away from the office, kids, or other commitments. Stone Steps services and systems have been designed so that all of the information you need to understand your finances can be found on your smartphone, tablet, or computer at any time. With this accessibility, we can easily have impactful conversations about your finances, by video chat or phone, without forcing you to come into the office and disrupt your routine.

Schedule a Prospective Client Meeting by visiting my contact page. You can also reach me by phone or email, information for both is available on the contact page as well. If you aren’t quite ready to meet but you would like to keep in touch, please feel free to sign up for my weekly blog post at the bottom of the page.

Stone Steps is a fee-only financial planning and investment management firm which means that our compensation comes directly from the clients we serve. We do not receive commissions or kickbacks by selling products.

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Yes, our services and systems have been designed so that clients can easily work with us from any location that has an internet connection.

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I love surfing so I named the firm after a surf break just a few minutes north of my home. I live in a small beach town, Cardiff by the Sea. Additionally, Stone represents the solid foundation you will have once you create a goals-based financial plan and Steps represent the path forward as we work to achieve your financial goals in the years to come.

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No. The first meeting is free and is not a high pressure sales pitch. This meeting serves as time to get to know one another and see if we are a great fit for one another. We will chat about your finances and goals from a 30,000 foot view, discover areas of opportunity, and discuss how we can move forward together.

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I have a blog because I believe in the abundance mentality. I want to help as many people as possible make smart, more informed decisions about their finances. The blog allows me to share knowledge about personal finance that is educational and hopefully entertaining.

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Families, professionals, and entrepreneurs. They are looking for a long term relationship with a financial planner and are serious about saving and working to achieve their financial goals. They are looking for Stone Steps to collaborate with them, hold them accountable, and help them maximize their fullest financial potential.

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First, we have the training to help you get clarity regarding your financial life. Second, we have the technical expertise to help you improve upon your finances. Third, we create a Financial Life Plan that is easy to understand while we collaborate with you and hold you accountable to your plan. A plan isn’t worth the paper it is written on if it’s not put into action.

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Have any other questions? Send me an email, or schedule a call and I would be happy to answer.