First Step Wealth Planning, LLC

First Step Wealth Planning is a firm that serves people seeking guidance on retiring with financial and emotional confidence. Our clients are nearing or already retired, looking for advice on retirement income, tax planning, and investments, and typically have accumulated over $1.5 million.

The traditional method of retirement planning is broken. It's about facts and figures as a means to sell products. A traditional firm's business model relies on managing investments for a percentage fee, and they dedicate their time and resources to convincing you that their investment opinions are superior to those of other firms.

After over 20 years of working for those firms, I broke away and started First Step Wealth Planning to provide people with the guidance they seek without feeling pressured to purchase investment and insurance products.

Guided Planning is a method that helps people clarify their emotional goals and align them with their money. It’s a way to help people figure out for themselves what really matters to them and how money will play a role in those relationships. By the end of the process, they feel confident that their plan accurately reflects who they are, what they want to do, and why. They are clear on their goals, the reasons behind them, and what they need to do to move forward.

Guided Planning aligns all aspects of your wealth with how you want to spend your time in retirement and is offered at a flat rate. Half up front, the rest at completion.

Implementation of the plan and ongoing guidance include tax planning, investment management, income maximization, and wealth transfer planning. All provided for a flat monthly rate.

If this sounds like the type of relationship you would like to have with a financial planner, visit the website and set up a complimentary consultation to see how Guided Planning may be a good fit for you.