We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better. Meet at the office or virtually. We know your time is precious, so together we'll create a plan, break it into manageable pieces, and monitor it along the way. We view each client as unique.
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better. Meet at the office or virtually. We know your time is precious, so together we'll create a plan, break it into manageable pieces, and monitor it along the way. We view each client as unique.
Services
Scott founded Stone Steps Financial in 2015, a financial planning and investment management firm located in Encinitas, CA. Scott holds the designations of Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Registered Life Planner (RLP). Scott earned a Bachelor of Science in Business Administration with an emphasis in Finance at the University of Colorado at Boulder.
If you're ready to take the next step toward financial independence, We're ready to help. Working together is easy with our client-driven approach in which we will develop a plan based on your unique needs. Financial Life Management is comprehensive financial planning and investment management applied through the lens of your fulfilled life.
Yes, our services and systems have been designed so that clients can easily work with us from any location that has an internet connection. I love surfing so I named the firm after a surf break just a few minutes north of my home. I live in a small beach town, Cardiff by the Sea.
Additionally, Stone represents the solid foundation you will have once you create a goals-based financial plan and Steps represent the path forward as we work to achieve your financial goals in the years to come.The first meeting is free and is not a high pressure sales pitch. This meeting serves as time to get to know one another and see if we are a great fit for one another.
Additionally, Stone represents the solid foundation you will have once you create a goals-based financial plan and Steps represent the path forward as we work to achieve your financial goals in the years to come.The first meeting is free and is not a high pressure sales pitch. This meeting serves as time to get to know one another and see if we are a great fit for one another.
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