Stepstone Financial Planning LLC
StepStone Financial Planning provides Comprehensive Financial planning, Wealth Management, and hourly engagements.
Comprehensive financial plans encompass taking a look into your current investments, insurance & risk management, estate planning, taxes, retirement planning, education planning, cash flow, goal planning, and more.
StepStone Financial Planning works with each client to determine the right investment strategy for the specific circumstances. The funds utilized are primarily chosen to build a low-fee portfolio, that also offers broad diversification. We do not attempt to time the market or pick individual stocks to attempt to ‘beat the market’, but instead work to put each portfolio together with a mix of different types of investments that align with each client’s investment objectives. Other factors will also be taken into account such as any potential tax impact of doing trades, the trade costs relative to the size of the trade being done, and any short or long-term cash needs that have been discussed. StepStone Financial Planning primarily utilizes Dimensional Fund Advisors, and may also utilize Index Funds when putting together client portfolios.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.