Introductory Meeting


The Introductory Meeting has three purposes.


1. For you to share why you are looking for a financial planner.

2. For you to learn about the financial planning process and STEP Financial in particular.

3. To see if a working relationship would be of benefit to you.


Please bring the following to the meeting:


List of your Assets and Debts

List of Income and Expenses

Any issues of concern


A financial professional can help you with advice, motivation and coaching.


Contact STEP Financial for a free 30-minute Introductory meeting.

  • "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