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LifeSteps Financial

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LifeSteps Financial

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Financial Planning can mean different things to different people. At LifeSteps Financial℠, we work Lifestyle. Legacy. Peace of Mind.

LifeSteps Financial℠ is an independent Registered Investment Adviser (RIA) that provides integrated financial planning, financial asset and investment management and family office services to individuals & multi-generational families, business owners & entrepreneurs, professionals & executives, and privately-held businesses. Entrusting your finances with a financial manager is a serious decision. Many times, investment philosophies and customer care options sound similar. At LifeSteps Financial, the difference is our process. We believe in communicating with our clients every step of the way. The LifeSteps Experience℠ for new clients and The LifeSteps Journey℠ for existing clients ensures that we plan, work and communicate initially and on an ongoing basis.

10/28/2026

Most people hand out business cards. Honorée Corder has a book.

And what she did with it is a pretty good lesson in thinking differently.

Hear her story in the latest Founder Fuel conversation with Henry Ford.

Watch on YouTube and subscribe to the LifeSteps channel for more conversations with entrepreneurs and business leaders.

🎙️ Catch the next episode of Founder Fuel: youtube.com/

10/26/2026

Every hero needs a guide. Even Luke Skywalker had Yoda.

Henry often uses this analogy to describe the LifeSteps approach. You’re the one building your future, making the big decisions, and defining what success looks like. Our role is to offer the guidance, perspective, and support to help you get there.

Because your story is yours to write. We’re here to help you navigate what comes next.
Over the coming weeks, we’ll be sharing stories that bring this philosophy to life through the people we serve and the journeys they’re building.

10/23/2026

What makes a healthy 401(k) plan?

It's a question Jorden Bastian spends a lot of time helping business owners answer.

And his answer goes beyond fees and investment options. There are six key elements he believes every plan sponsor should understand to make sure their retirement plan is working for both their business and their employees.

As we wrap up National Retirement Security Week, we're sharing those six elements and inviting you to take a closer look at your own plan.

Swipe through, then take our quick 401(k) Plan Health Check to see how your plan measures up: lifesteps.io/services/401k-retirement-plan-solutions

10/21/2026

Ever tried calling your 401(k) provider with a question, only to spend more time on hold than actually getting an answer?

When it comes to planning for retirement, having someone you can actually talk to makes a difference.

At LifeSteps, we believe you deserve more than a phone number to call when you have questions. You deserve a real relationship with someone who knows you, takes the time to explain your options and helps you understand how your retirement plan fits into the bigger picture.

For National Retirement Security Week, Jorden Bastian is sharing why having a personal advisor matters and what that relationship should look like.

10/19/2026

What does feeling secure about retirement actually look like?

Is it knowing you can step away from your business when you're ready? Having more time with family? Being able to say yes to opportunities you've spent years working toward?

We talk with people about retirement all the time, and one thing we know is that the answer isn't the same for everyone.

It's National Retirement Security Week, and we're taking some time to share a few perspectives from our team on what it means to prepare for the next chapter.

Because before we can help someone plan for retirement, we need to understand what they're planning for.

10/18/2026

You can take the man out of Cali, but you can’t take Cali out of the man. 🌴

Some people bring home a souvenir. Henry brings the good stuff. From Ranch Style Pinto Beans with Jalapeño Peppers to Stater Bros Green Onion Dip Mix, these California favorites have earned a permanent spot in his life, no matter where life takes him.

We all have those hometown staples we just can’t replace. What’s yours?

10/13/2026

What if the work you're already doing is exactly where you're meant to make a difference?

In 2011, Henry Ford was considering leaving the financial business to pursue ministry. Then a client handed him a copy of Mover of Men and Mountains by R.G. LeTourneau, and something clicked.

The book helped Henry see his work in a completely different way. He didn't have to leave business to find his ministry. Business could be his ministry.

It's a story that's shaped the way Henry approaches leadership, business and serving others ever since.

In our latest LifeSteps Library article, Henry shares that experience and why this book still means so much to him.

Read Henry's reflections: https://lifesteps.io/mover-of-men-and-mountains-by-r-g-letourneau/

10/09/2026

Two days of big ideas. Now, it’s time to put them to work.

We wrapped up our leadership meeting last week by turning two days of conversations, ideas and planning into clear action steps for the year ahead.

Every decision comes back to one question: How can we create an even better experience and greater value for the people who trust us with their financial lives?

We’re excited for what’s ahead at LifeSteps and ready to put the plan into motion.

10/07/2026

What do you want your children to see when they look at what you’ve built?

For Johnny, it comes down to building a business rooted in faith, kindness and family, while genuinely caring for and helping people along the way.

Those values shape the legacy he hopes to leave behind and the example he wants his sons to see.

Faith. Health. Family. That’s what matters most.

10/05/2026

October is Financial Planning Month, and it’s a good time to recognize the people who make this work meaningful.

Behind every financial plan is a person, a family, a business, and a future they’re working toward. We’re grateful to be part of those conversations and to have a team that cares deeply about helping people navigate what’s ahead.

Here’s to the people behind the plans, the goals, the conversations, and the work that makes it all possible.

Happy Financial Planning Month from the LifeSteps team.

Address

250 West First Street, Suite 248
Claremont, CA
91711

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Telephone

+19092673770

Website

http://lifestepsfinancial.com/

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