Kevin Jacobs, CFP® is the founder and owner of Step By Step Tax and Financial Planning, LLC a fee-only comprehensive financial planning firm. The firm was founded at the end of 2007 while his family still lived in Memphis, TN. However, it was the intention that the business would grow and prosper in Broken Arrow, OK (where his wife grew up).
Kevin has been a recognized CFP® practitioner since September 2008. He began his career as a financial advisor by working as a tax preparer at HR Block. He soon became frustrated without the permission to show people how small changes can greatly affect their complete tax and financial planning picture. With that in mind, he moved on to a fee-based financial planning firm in Germantown, TN where he worked for just over 2 years. It was during the time of working for this firm in Germantown, TN that he finished the course work to challenge the CFP® exam.
Kevin passed the exam in March of 2007. During his studies for the CFP® exam, he also began to learn more about the difference between commission-only, fee-based and fee-only financial advisors. Two books he read that were instrumental in understanding his role as a financial planner were So You Want to Be a Financial Planner by Nancy Langdon Jones and Why Smart People Do Stupid Things with Money by Bert Whitehead. Once Kevin learned about fee-only financial planners, he made the decision to join these elite ranks to better serve the type of clients he had come to enjoy working with so much. The opportunity presented itself to move to Oklahoma at the end of 2007 and it was at that time that Kevin left the fee-based firm in Germantown, TN and began to lay the foundation of Step By Step Tax and Financial Planning, LLC.
Kevin and his wife have three boys along with twin boys coming around Christmas. He is a homeowner in Broken Arrow, OK. He is actively involved in the community, especially with church activities and the Broken Arrow Chamber of Commerce. He is a member of several community and professional organizations.
(918) 806-6596
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