Step By Step Financial, LLC

Step By Step Financial, LLC Retiring Soon or Recently Retired? Social Security, Tax, Income and Investment Planning We serve clients from many of the surrounding communities.

Step By Step Financial, LLC is a fee-only financial planning firm in the metro-Tulsa, OK area. We are an independent firm whose complete focus is on the client. Step By Step Financial, LLC provides fee-only personalized financial planning to charitably-inclined and financially-responsible married couples as they navigate pre and post-retirement and tax planning needs. We believe financial security

is achieved by accomplishing a series of steps and following a clear process. It requires dedication and determination to follow this "step-by-step" process. OUR IDEAL CLIENTS ARE:

50+
Married (Husband and wife are in a stable relationship and are jointly committed to financial success)
Dedicated to giving of their time, talent and treasure to their communities and religious organizations
Long-term focused when it comes to investing
Committed to living below their means
Willing to take responsibility for their actions and choices
Comfortable accepting and implementing advice from a financial professional
Content with their financial status
Quiet and unassuming with their wealth
Comfortable using technology and are willing to meet in the office or online, as needed.

10/23/2025

A Wedding,Football Season, and a Fall Financial Check-In -

As we near the end of October, I wanted to take a moment to share a few personal and office updates, along with a gentle nudge for some year-end financial housekeeping.

08/28/2025

Back to School, Back to Life: A Season to Reset | August Monthly Brief -

08/13/2025

Back to School, Back to Life: A Time to Reset!

A short article I wrote as the kiddos and the adults get ready for the back-to-school season.

07/30/2025

My wife and I recently rode the Heartland Flyer from Oklahoma City to Fort Worth. This blog article is my reflection on the trip. Enjoy, this is not your typical financial planner blog article!

07/25/2025

Big summer updates! 🎉 We’ve launched Step By Step Tax Solutions, revamped our website (check out the new FAQ!), and shared timely blog articles on tax law and retirement planning. Plus, office updates and family news—our son is getting married!

📬 Read our first Monthly Brief:

We're excited to share the very first edition of our Monthly Brief. Moving forward, you’ll receive one email per month with key updates about Step By Step Financial and Step By Step Tax Solutions—along with helpful articles, office logistics, and resources we think are worth your time.

Integrated Tax and Financial Planning: The Key to Smarter Financial Decisions
07/23/2025

Integrated Tax and Financial Planning: The Key to Smarter Financial Decisions

Expert fee-only financial planning, tax preparation, and retirement planning for families in Tulsa, Owasso, Broken Arrow, and Oklahoma. CFP® professional providing fiduciary financial advice since 2000.

Job Opening for a Client Service Specialist
07/21/2025

Job Opening for a Client Service Specialist

Expert fee-only financial planning, tax preparation, and retirement planning for families in Tulsa, Owasso, Broken Arrow, and Oklahoma. CFP® professional providing fiduciary financial advice since 2000.

Stay informed with our recently rebranded and updated monthly newsletter called “The Monthly Brief.”
07/21/2025

Stay informed with our recently rebranded and updated monthly newsletter called “The Monthly Brief.”

Step By Step Financial LLC Email Forms

What Makes Us Different?Most firms offer investment advice. Some offer tax help. Few bring it all together. At Step By S...
07/21/2025

What Makes Us Different?

Most firms offer investment advice. Some offer tax help. Few bring it all together. At Step By Step Financial and Step By Step Tax Solutions, we integrate your financial life — so you don't have to.

Expert financial planning, tax preparation, and retirement planning insights. Serving families and retirees in Tulsa, Owasso, Broken Arrow, Skiatook, Sperry, Sand Springs, and surrounding Oklahoma areas with fee-only fiduciary financial planning and coordinated tax strategies.

Wrote about the struggles of the sandwich generation today.
07/18/2025

Wrote about the struggles of the sandwich generation today.

Step By Step Financial and Tax Solutions - Providing planning, investing and tax planning and preparation services near Tulsa, Oklahoma

🚨 We’ve updated our website! 🚨www.stepbystepfinancial.comwww.stepbysteptaxsolutions.comWe’ve made it easier to:✅ Schedul...
07/16/2025

🚨 We’ve updated our website! 🚨
www.stepbystepfinancial.com
www.stepbysteptaxsolutions.com

We’ve made it easier to:
✅ Schedule appointments
✅ Understand how our services work
✅ Read through FAQs
✅ Access helpful tools & links
✅ Explore transparent fees
✅ Learn from updated blog articles

With recent tax law changes, now is a great time to stay informed and plan ahead. If you have questions or know someone who does, feel free to share our site.

Step By Step Financial and Tax Solutions - Providing planning, investing and tax planning and preparation services near Tulsa, Oklahoma

We are excited to share our updated business website now that Step By Step Tax Solutions is officially launched in coord...
07/15/2025

We are excited to share our updated business website now that Step By Step Tax Solutions is officially launched in coordination with Step By Step Financial.

Lovable Generated Project

Address

9717 East 42nd Street, Suite 103
Tulsa, OK
74146

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4am
Friday 9am - 1pm

Telephone

+19188061030

Website

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Our Story

Step By Step Financial, LLC provides fee-only personalized financial planning to charitably-inclined and financially-responsible married couples as they navigate pre and post-retirement and tax planning needs. We believe financial security is achieved by accomplishing a series of steps and following a clear process. It requires dedication and determination to follow this "step-by-step" process.

As part of our financial planning partnership, we’ll work with you to understand your financial attitudes and outlook, and help you learn how your outlook might impact how you achieve your financial goals. We work with DataPoints, a behavioral finance research and technology firm, to get a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to The Millionaire Next Door and The Millionaire Mind.

Our primary service is Wealth Management for those approaching or in retirement. This ongoing financial planning service provides clients with holistic investment advice, tax planning, retirement distribution strategies, and access to low-cost investment providers. Topics of discussion that may be included in Wealth Management are:


  • Evaluation and Implementation of Investment Strategies