Comprehensive Financial Planning


Planning is a four-step process.


1. Where are you now? Review what are your strengths, weaknesses, opportunities and threats (SWOT analysis).

2. Decide what is important to you and then prioritize.

3. Day-dream, brain-storm, and imagine every possibility. Then use those priorities, values, and wishes to envision what your future life could be like.

4. Create action plans.


STEP Financial helps you to take into account every facet of your financial life when engaged in comprehensive financial planning.


We begin by discovering where you have been, the money habits that you have developed and what your hopes for the future might be.


We will discuss your options and what you are willing to do to make your future goals a reality.


Together we run numbers to test out the plan using “What-if” scenarios.


The resulting financial plan will be your plan, specific to you and your situation.


Contact us to get started on your best future.


  • "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