Step By Step Financial, LLC
Step By Step Financial, LLC provides personalized investment, tax and wealth management to charitably-inclined and financially-responsible married couples as they prepare for retirement.
Our Ideal Clients Are:
- Dedicated to giving of their time, talent and treasure to their communities and religious organizations
- Long-term focused when it comes to investing
- Committed to living below their means
- Willing to take responsibility for their actions and choices
- Comfortable accepting and implementing advice from a financial professional
- Content with their financial status
- Quiet and unassuming with their wealth
- Comfortable using technology and are willing to meet in the office or online, as needed.