Pathway forward


Moving into a transition period can be challenging. You have dreamed, planned and prepared. However, taking that first step can be hard.

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” – Socrates.

It takes courage to change. There are strategies to make it easier to change and to make the changes stick.

Needing more hours in the day to accomplish everything that needs to be done can lead to burn-out from debilitating stress.

Managing financial transitions is challenging and complex.

We can help.

  • STEP Financial process:

  • Janet is an expert in the area of behavioral finance and helps clients deal with the stress of a major career change. She understands human transitions on the deepest levels having studied the psychology, sociology and neuroscience of change.

  • As people go through transitions, both good and bad, there is a process that helps reduce the stress of change.
  • Dealing with the stress that comes with transitions helps clients make better decisions.
  • STEP Financial recognizes the importance and the power of the personal side of money and the unique challenge of transitions.
    • "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