PRACTICE OVERVIEW

You can expect professional experience, impartial advice and straightforward solutions from Stepping Stone Financial. Whether it's confirming the steps you've already taken or finding the best path to your goal, you deserve to work with a trusted professional who always puts your interests first.

Stepping Stone Financial is compensated only from client fees. This enables us to provide unbiased expertise in all areas of financial planning that's best for you alone.

We empower our clients to make informed choices that are best suited to their individual circumstances.

Traditional financial planning topics we address with our clients include:

• Goals
• Net Worth
• Cash Management
• Life and Disability Insurance Needs
• Asset Allocation
• Retirement
• Estate Planning
• Income Tax Analysis

We specialize in planning issues for:

• Family members with special needs: physical and/or mental disabilities
• Parents transitioning from the family home to a retirement community
• Multi-generational planning for families from all walks of life

Constance (Connie) Stone, CFP practitioner

The founder of Stepping Stone Financial brings nearly twenty years of financial planning experience from a variety of venues.  Before starting her own practice in 2004, Ms. Stone most recently served for six years as Vice President and Manager of Corporate Executive Engagements for a national bank.  She previously consulted in boutique-style financial plannig firms, a mutual fund company and as a benefits counselor with State Teachers Retirement System of Ohio.  Connie also taught financial planning as an adjunct faculty member for the College for Financial Planning and in several non-profit programs.