Check-ups


Doctors recommend annual check-ups for their patients because problems are more easily fixed if they are caught early. This holds true in the financial realm as well.


Every client has at least an annual meeting.


For Do-It-Yourselfers, STEP Financial can provide a second opinion: double-check calculations, look for errors and check for omissions. Better safe than sorry. These meetings are charged at hourly rates.


  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero