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Tax-Focused, Retainer-Based, Holistic Financial Planning Since 2008

Who We Are

Our Team

Kevin Jacobs, CFP®, EA

Bio

Kevin Jacobs, the founder of Step By Step, has been a recognized CFP® practitioner since 2008 and has been in the financial services industry since 2005. As an Enrolled Agent (EA), Kevin is also licensed to practice before the IRS.

Prior to 2005, Kevin served as a youth director in Memphis, TN. Kevin and his wife, Donella, have eight children (6 boys and 2 girls).  They are active at their church and Kevin is also very involved in the community of Broken Arrow.

In all dealings with my clients, I pledge to be:

Holistic in outlook.

I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.

Professional in conduct.

I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.

Educational in nature.

I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.

Independent in compensation.

I will never sell you a product or service other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

Committed to your success.

Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.

 

Ellen K. Cotter, MBA, EA, CFP®

Ellen Cotter is a Registered Investment Advisor in the State of Ohio and the owner and principal of Stratford & Company, LLC a Financial Life Planning firm that provides integrated personal financial management advice and services. Clients of Stratford & Company, LLC are serviced independently from Step By Step Financial.

Ellen has been providing support to Step By Step Financial and its clients since 2014. Ellen is a registered CFP®, and an EA (Enrolled Agent with the IRS). She is also member of the FPA (Financial Planning Association) and NATP (National Association of Tax Practitioners).