As a couple, you have reached all of life's milestones walking hand in hand. Now it's time to create a retirement plan that supports your dreams, goals, and vision for the future. Step By Step Financial is here to help you craft a comprehensive retirement plan designed with your goals and values at the center.
We are a fee-only firm that provides tailored financial planning services to married couples both to and through retirement. Our distinct comprehensive approach allows us to carve a path for your retirement landscape from investments to income planning to tax strategies to charitable giving and legacy planning.
We are a fee-only firm that provides tailored financial planning services to married couples both to and through retirement. Our distinct comprehensive approach allows us to carve a path for your retirement landscape from investments to income planning to tax strategies to charitable giving and legacy planning.
Services
Designing a retirement plan from the ground up can be difficult, but with our holistic approach, you can have confidence in the security of your financial future. You deserve to work with a team who understands your values, respects your vision, and provides a clear plan to bring them to life. Let's see how we do that for you.
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.
Kevin Jacobs is a CFP, who provides comprehensive financial planning services to married couples in all stages of the retirement journey. He is passionate about helping his clients balance their finances with their goals and values. Giving back is an important part of Kevin's professional and personal life.
Are you ready to start giving to charity in a financially savvy way? You can support the causes you're passionate about while still working toward your financial goals! Many Step By Step Financial clients are interested in not just using their wealth for themselves. They want to ensure that their finances are being used in a way that aligns with their values and has a lasting, positive impact on the world around them.
Reviews (4)
Vickie Davis
Dec 11, 2019
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Rebecca Olson
Oct 09, 2019
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Kevin is one of the most brilliant and Client serving financial planners. He goes above and beyond to help his clients plan for their future. Our firm recommends Step by Step Financial to our tax and accounting clients for over 7 years now and will continue to do so. He helps businesses and individuals alike. You will not find a better financial planner who will look out for your best interest and fight to make sure that your future is exactly what you have wanted it to be an more!
Susan Yowell
Jun 18, 2019
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Over ten years ago, “Step By Step” became our financial advisor. Kevin’s guidance and counsel over that period has helped maximize our investments and minimize our taxes. There is no doubt in my mind of the worth of having a financial advisor that truly has your best interest at heart. I highly recommend “Step By Step”.
Cheerful Palmer
Jan 21, 2019
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