Lessen Anxiety, Build Confidence, And Achieve Security

Greetings, from the end of summer! It sure doesn’t feel like the end of summer with this weather, but with the academic year starting up again, offices coming out of summer hours, and the suits and ties coming back out it must be happening anyway. I’ve noticed the “end of summer” atmosphere here at Step By Step, too, with clients checking in on their financial progress and calling, ready to take the next step.

Their friends have been calling, too. Personal referrals are the absolute best compliments I can receive, and I’m glad to speak with those who are interested in Step By Step’s services. The first question is almost always “so what exactly do you do with your clients?” That’s not easy to answer in a nutshell, since every client is unique and faces circumstances not replicated by anyone else. Here’s an attempt, though, and since current clients are the best judge of its accuracy, I’d be glad to hear from them about it!

We help lessen financial anxiety.
Money is such a stress factor for so many people: do we have enough money to pay for the kids’ college? When will we be able to retire? Is the cost of medical care going to ruin our retirement plans? Should I worry that my portfolio value has dropped 5% this year? Is the real estate market going to rebound by the time we need it to?

When clients sit down and really get a good view of their whole financial picture, the relief is almost palpable. Just knowing where they truly are is the first step to stop the worrying. We figure out the current state of their affairs, asking all the questions and recording all the data.

We help build financial confidence.
You are an expert in your field. Whether you are a schoolteacher, a government employee or an oil & gas field worker, you know what you are doing! Most people are not also experts in financial matters. You don’t have time to keep up with bond interest rates, or research the trending stock. You are also surrounded by constant information from all kinds of sources and chances are, it is not consistent. That can lead to second-guessing and be nerve-wracking.

My goal is to help clients by providing holistic, sound advice that applies to their unique situation. Knowing the true state of affairs and the goals of each client leads to great partnerships, where clients discover their risk tolerances, their goals and their current means. Financial education is a lot of what I do with clients so that they have the tools they need to make decisions on their own. It is one of the main reasons that I got into this business in the first place: I wanted to help people make good decisions for themselves.

We help people achieve financial security.
Everyone’s definition of financial security is different, and Step By Step helps people figure out what it means to them, and then how to achieve it. Where each client is, where they want to be, and how they’ll get there is a unique set of circumstances. I want clients to be be confident, and not anxious about their financial future.

So that, in a nutshell, is what I do here at Step By Step. Although, I think while the thermometer is still above 90 degrees we can pretend it’s summer for a while longer.

About the author

Kevin F. Jacobs, CFP®, EA

Kevin Jacobs, the founder of Step By Step Financial, LLC, has been a recognized CFP® practitioner since 2008 and has been in the financial services industry since 2005. As an Enrolled Agent (EA), Kevin is also licensed to practice before the IRS. Before 2005, he served as a youth director in Memphis, TN. Kevin and his wife, Donella, have seven children (5 boys and 2 girls). They are active at their church and Kevin is also very involved in the community of Broken Arrow.

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