WHAT I OFFER

FINANCIAL LIFE MANAGEMENT

Financial life management seeks to align your money with your life. First we focus on what a great life looks like to you, then we prioritize those elements and look at what could possibly get in they way.  Then we align align money with life.  There is a great deal of substance to a plan like this so we break it down into a manageable roadmap; starting with the most critical steps.

Once your plan is in place, our work is not done, but rather it’s just getting started. We will meet in person or virtually at least once per year, up to once a quarter, to review your progress and assess the need for any changes to your plan. I also ask you reach out anytime you need assistance outside of scheduled meetings or if something in life changes that would affect your plan.

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INVESTMENT MANAGEMENT

At Stone Steps we believe that markets are largely efficient so rather than try to beat the markets we use the power of the markets to let the market work for you. We look to build well diversified portfolios with mainly low cost institutional mutual funds. Before we invest funds on your behalf, we will review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.

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