Technical Processes

STEP Financial considers multiple assumptions, conducts research and may consult with other professionals to evaluate alternative actions. We then evaluate the effectiveness of of such actions in light of the client’s goals, needs and priorities as recommended by the CFP® Board of Standards.

Janet has earned the Accredited Portfolio Management Advisor designation and studied advanced methods to analyze investment vehicles.

You have the option to be as involved in the investment selection process as you want.

Together, we will create an Investment Policy Statement that will guide our selection of the most appropriate investments for you.