FAQs

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.