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:
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Use written agendas and follow up documents
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Use the latest technology and software
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Customize our process to our client’s comfort zone
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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
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“What a fantastic team! Thank you all for treating my family like your own.”
-Brenda Doherty,
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“I used to feel overwhelmed thinking about my finances. Stepright made me feel comfortable.”
-Phillip Smith,
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“Every meeting with my Stepright advisors was tailored to my family’s needs.”
-Pam Miller,
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“I’ve never felt more financially secure or prepared for my family’s future. Thank you.”
-Dave McMann,
Client
