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Step By Step Financial Updates Part 1 (Services, Custodians, Pricing, and More)

Linked below, you will find the first video in a series that we are releasing explaining the updates and changes we are making to Step By Step Financial. This video focuses on our updated disclosure document, our updated service offerings, our new custodial relationship, and the benefits of hiring an investment management team for the firm.

Video #1: Services, Custodians, Pricing, and More