Consultation

Our Consultation Fees:

Here at Stepping Stone Financial, we believe providing the best service will spread that legacy to 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! Our money-back guarantee is a guarantee. We guarantee a full refund if you are unsatisfied. Click the ‘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, to reserve your spot we ask for an “upfront retainer fee”. You will need to give your current card information. Please note 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********