Working With Us

WORKING WITH US

As financial advisors and fiduciaries, our process is straightforward and transparent. Like the custom strategies we create, it is centered around you and your best interests. Through a series of in-person meetings we will get to know who you are and what you hope to accomplish. We will answer all of your questions and give you a clear sense of where you stand now, and how we can help you get to the next level.

Here are some things you can expect when you work with ClearStep Financial

Our goal is to help you achieve yours.

Years of experience have prepared us to guide you through your life transitions.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

You will gain clarity because we take time to educate you in all areas of your wealth

WHEREVER YOU ARE IN LIFE

Whether you have an abundance of resources or are just starting out, you will encounter financial potholes along the way. At ClearStep Financial, our goal is to help you see where they are, avoid them when possible, and overcome them when necessary.

You can’t predict what the future will hold, but you can plan for what it might bring. Give us a call today, and start preparing for tomorrow.

Here are some things to help maximize your first meeting with us.

Bring your financial information including statements and a list of accounts/assets

Write down your questions/concerns and bring the list with you

Think about what your financial goals are in the next five, ten, and even 30 years