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Financial Life Management

Our Financial Life Management process is comprised of 5 fundamental steps to ensure that your financial plan is tailored to your specific needs. We will have 4 meetings over 2-3 months as we establish your Financial Life Plan through the EVOKE process. We start with our exploratory conversation and from there, we prioritize your goals, identify potential obstacles, generate a personalized roadmap of financial knowledge, and execute your plan. We continue to meet twice a year to review your Financial Life Plan, discuss your progress, and further refine your plan. 

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Financial Life Management

The Stone Steps Process

Our Story

We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.

Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.

Explore

We will discuss your financial life from a 30,000 foot view as well as what a great life looks like to you, have a Financial Check-Up to make sure nothing is urgent, and introduce you to your Stone Steps dashboard.

Vision

We will have a conversation about your answers to the Three Questions and Heart’s Grid so we know what a great life looks like for you.

Obstacles

We will come back to your visions of a great life and look at what could possibly get in the way. We will also review your Ideal Day, Week, and Year to understand how close or far you are from your ideal life from a time perspective.

Knowledge

We will review your initial Financial Life Plan. Your Financial Life Plan which will address the major facets of your financial life, such as: Investments, Tax Planning, Cash Flow, Net Worth, Insurance, Stock Options, Employee Benefits, College Planning, and Estate Planning.

Execute

With your initial Financial Life Plan in place, our work has just begun. We deeply believe that the value of planning is the process of planning vs. the plan itself. Now it’s time to take action. We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so we can make changes as opportunities and challenges arise. In addition to monitoring your plan and guiding you through your financial life, we will also help you manage your investments.

Let's chat

Schedule a call so we can get to know each other and see if we're a good fit.

Let's chat some more

We will have four meetings over 2 to 3 months as we establish your Financial Life Plan through the EVOKE process.

Let's take action

Now it’s time to take action. We prioritize the most important tasks while scheduling others for the future.

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