FAQs

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

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.

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.

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.

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.

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.