Consultation

Our Consultation Fees:

Here at Stepping Stone Financial, we believe providing the best service will spread that legacy for our clients. Below is a brief consultation description with an opportunity for all potential clients to receive the best information for what they are looking for. We offer a complimentary for first-time clients. For returning consultations, a 30 or 60-minute fee will apply. Our packet option provides information to help guide you through the decision-making process that best suits you. We can ship this packet to your home or you can download it! With our money back guaranteed is a guarantee. We guarantee a full refund if you are unsatisfied. Click ‘Book Appointment’ button below or call us to start the process. Once you’ve had a chance to review your options, you’re welcome to book an appointment with us at your convenience.

Start with a complimentary 30–minute Consultation from us. 

2 Options:
1.) $50- Packet
    1^st Option- pay online then download for client to print
    2^nd Option- pay online then SSF mail it (taxes and shipping would be additional) 

2.) In-person or Phone Consult:  Money back Guaranteed! Your satisfaction is the main priority, if we are unable to find something together during the appointment. We offer a money-back guarantee.

Fees:
30mins- $50
60mins – $100/hr. 

Cancellations/Retainer Fee:

After the first free consultation, we do see clients throughout the week, in order to reserve your spot we ask for an “upfront retainer fee”. You will need to give a current card information. Please not that cancellations made less than 24 hours before the appointment will charge a $50 fee.

*******The consultation fee may be waived if an application is submitted and approved following the consultation********