Time is Your Most Valuable Asset.
It is Irreplacable.
We Can Help You Make The Most Of It!
Safe, Secure, Structured to Your Exacting Standards
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Keeping track of all your assets and liabilities on one safe secure website saves you time and money.
The Step Stone Financial Wealth Management System works with all major (and most minor) financial institutions. There is no need to transfer assets. This program does NOT replace your agents or brokers. Those services are available, at your option separately.
Having a non biased, third party advisor overseeing your accounts can help you avoid costly errors whether they be errors of Omission such as letting your risk profile deviate, or of Conspiracy such as the Fraudulent Financial Schemes we all saw in the last bull market. It’s important to get a second opinion when it comes to your wealth.
From cash, to investments, to retirement plan balances, to real estate, to frequent flier miles on all the corporate cards; this is now the way for you to monitor it all, daily.
With reports including Cash flow, Balance sheet and Net Worth instantly available this program will help you save time and money in your dealings with your banking, accounting and insurance advisors.
We at Step Stone Financial can work with you to customize your data to include the value of your business, the value of your stock options, your real estate holdings, fine art, precious metals, coin collections and other illiquid and non traded assets. These values can be updated manually, monthly, quarterly or annually as you direct.
We can help you keep track of the monetary, estate, and financial value of your varied insurance plans, including Key Man policies, Buy Sell agreements, Section 303 Stock Redemption Policies and many more. Being able to access this information in the same place where you can see the valuations rise and fall, can help you be sure that you are not under insured, or OVER Insured.
With this robust program you can track 401k and pension contributions, and you can offer this program to your employees. Reduce the very real risk of employee lawsuits by advising them to take advantage of the advisory capabilities of the Step Stone Financial Wealth Management System.
This information is yours to share as you like. Lawyers, Brokers, Insurance agents, Bankers, Stakeholders, Partners… You can customize the view for each of your Key advisor so that they can see only as much, or as little as you see fit.