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Leading You to Financial Security

One Step at a Time

What is Your Next Step on the Financial Security Journey?  

Step By Step Financial, LLC provides fee-only personalized financial planning to charitably-inclined and financially-responsible married couples as they navigate pre and post-retirement and tax planning needs. We believe financial security is achieved by accomplishing a series of steps and following a clear process. It requires dedication and determination to follow this "step-by-step" process. 

As part of our financial planning partnership, we’ll work with you to understand your financial attitudes and outlook, and help you learn how your outlook might impact how you achieve your financial goals. We work with DataPoints, a behavioral finance research and technology firm, to get a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to The Millionaire Next Door and The Millionaire Mind.

What is your Potential for Building and Maintaining Wealth?

Click Here to Take a Short Assessment regarding your financial potential