Who We Serve

At Step By Step Financial, we specialize in serving busy families who face the challenge of keeping it all together. We understand these challenges because we are that family. We know what juggling work, school, family, and household responsibilities is like. We're here to listen, support, and guide you in making sound financial decisions for your family. 

 

Families we serve typically have at least one of the following qualities:

Large Families

Managing the finances of a large family can be overwhelming. We provide tailored strategies to help you plan for your family’s needs, from daily expenses to long-term goals.

Families Facing Health or Educational-Related Challenges

We offer expertise and compassion for families dealing with medical or educational challenges, helping you navigate these tough times.

Small Family-Owned Businesses

Running a family business adds complexity to financial planning. We assist with tax strategies and integrate your business and personal finances.

 

Some of the most common financial challenges we help clients navigate include:

  • Creating and Maintaining a Budget: We help you stay financially organized so you can focus on what matters most.
  • Buying a Home: Deciding whether to upsize or downsize? We guide you through making the wisest decision with this significant purchase.
  • Choosing Educational Options: We provide guidance on public, private, or homeschooling for your kids, as well as planning for college tuition.
  • Investment Planning: Starting early with investments can significantly impact your financial future. We help you develop a solid strategy to grow your wealth.
  • Planning for Retirement (Financial Independence): It's never too early to start planning for retirement. We'll help you create a long-term strategy for a secure future.
  • Caring for and Supporting Elderly Parents: As part of the "sandwich generation," balancing your family's needs with those of aging parents can be challenging. We support you and provide resources for caregivers and loved ones.

We have faced many of these same challenges ourselves. We understand and are here to help you achieve financial clarity and stability. Our goal is to provide the support and guidance you need, allowing you to focus on what truly matters—your family.