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A Highly Personalized Approach to 

Retirement, College, Tax, and Charitable Planning

our latest report is Out

"7 Strategies to Give Substantially to Your Favorite Charity"

Access Here

Helping You Lead an Extraordinary Life of Significance 

We serve those couples choosing to live extraordinary lives of unassuming significance. We find out who and what is important to you and we map out a plan to help you achieve it. We work side-by-side you as you journey toward financial security and noteworthy impact. 

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years, as well as families with college-bound students. A recognized CFP® practitioner since 2008, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Areas in which many of our clients and prospective clients have questions and concerns include Social Security planning, pension distribution planning, and paying for higher education. These questions tie directly into tax, retirement, and estate planning by aligning goals and aspirations with the financial means to be able to attain them. 

Take the next step and schedule a 30-minute initial phone meeting .  We meet with clients both in the office and virtually - don't let geography hold you back from getting started today.