What Is Your Investment?
Step by Step is a fee-only firm which means the compensation we receive comes entirely from our clients, not by the sale of any products or services. We do not receive commissions, referral fees, or third-party incentives of any kind which instills trust and ensures your best interests are at the heart of the entire relationship.
We do our best to keep costs transparent, upfront, and simple. All clients know their fees before they start the process and there are no hidden or “add-on” costs for additional services. It is our desire to provide you exceptional value that far exceeds our fee.
Ongoing Financial Planning
- The fee for the 7-Step Financial Planning Process as described under what we do is $250-$2,000 per month.
- The fee is determined based off of the prospective client's investment asset level (from all sources), complexity and income level. An initial 6-month commitment is required. After the initial six months, the agreement shifts to a month-to-month commitment.
- Ongoing financial planning services are most appropriate for those prospective clients with at least $300,000 of investable assets (from any source).
- Schedule an initial appointment to determine if the services we offer are a good fit for you.