Stone Steps Financial

If you want an advisor who will help you find clarity about what is most important in your life, prioritize those elements, look at what could possibly get in the way, and then guide you to align your money with your life; we should chat. Once we know what a fulfilled life looks like to you, we will put our technical expertise, Chartered Financial Analyst &  Certified Financial Planner, to work on your behalf.  Feel free to schedule a time to chat here.



Fee Structure:

Initial fee: $0 – $2,500

Annual fee:
$5,000 – $10,000 with investible assets under $1,000,000
$10,000 + with investible assets over $1,000,000