Together we step into the future with confidence.

What to Expect – Stepright With Us

Financial planning is critical to your future, but getting started with your financial advisor can be intimidating. Stepright Capital Planning makes planning for a successful future a simple, and effective task. Clients of Stepright Capital Planning are treated like family – from a personalized greeting on the phone every business day, to a friendly visit to our office. Most importantly we take a personalized approach to your comprehensive financial plan, because your financial plan should be as unique as you are.

At Stepright we:

  • Use written agendas and follow up documents
  • Use the latest technology and software
  • Customize our process to our client’s comfort zone
  • Utilize a combination of high tech and low tech tools

The Stepright Capital Planning team believes a comprehensive financial plan is one of the most effective tools towards building and protecting your wealth. We work with you to create a plan, and implement it in stages, reviewing the plan as a whole at least annually to ensure it still fits your goals and desires.

Our Clients Love Every Step Of The Way

  • “What a fantastic team! Thank you all for treating my family like your own.”
    -Brenda Doherty,
  • “I used to feel overwhelmed thinking about my finances. Stepright made me feel comfortable.”
    -Phillip Smith,
  • “Every meeting with my Stepright advisors was tailored to my family’s needs.”
    -Pam Miller,
  • “I’ve never felt more financially secure or prepared for my family’s future. Thank you.”
    -Dave McMann,