Financial planning for Owasso families
We live in Owasso. Meet at our Tulsa office, about 20 minutes away, or remotely.
Two ways to work with us
Financial Planning
a written plan built around your questions, for one flat fee. You keep your accounts where they are and act on the plan yourself.
See What's IncludedOngoing Planning
we keep your plan current year after year, from planning meetings offered each spring and fall to managing your investments at Fidelity. The fee is a percentage of the assets we manage. Accounts held elsewhere move to Fidelity, and we help with the transfer.
How Ongoing Planning worksCommon questions we help Owasso families answer
- Can we retire, and when?
- When should we claim Social Security?
- How can we reduce retirement taxes?
- What about our old 401(k)?
- How does our business affect retirement?
- A fiduciary, required to act in your best interest.
- Fee-only: our advisory fees are paid by our clients, and we don't earn commissions.
Tax preparation is offered separately by Step By Step Tax Solutions, LLC, and isn't required.
Contact Information
Step By Step Financial
9717 E 42nd St, Suite 103
Tulsa, OK 74146
(918) 806-1030
Schedule Your Initial Call
30 minutes, by phone or video. No fee, no obligation, and nothing to prepare.