Stone Steps Financial, operating as NewLeaf Financial Guidance, offers comprehensive financial planning and investment management services to individuals and high net worth individuals. The firm builds passive investment portfolios utilizing index mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. Stone Steps Financial operates under a legally required fiduciary standard to act in your best interest and does not sell commissioned financial products or accept finder's fees. Services cover multiple areas including retirement planning, tax strategies, estate planning, insurance review, and cash flow management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Asset-based fees generally range up to 1.5% per annum and are negotiable. The firm has a minimum annual fee of $10,000 for combined services.