LifeSteps Financial

LifeSteps Financial 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.

Financial planning isn't only about preparing for retirement. It's also about keeping your strategy aligned with the lif...
09/04/2026

Financial planning isn't only about preparing for retirement. It's also about keeping your strategy aligned with the life you're living today.

Major milestones often create the right opportunity to revisit your plan, ask new questions, and ensure your financial decisions continue supporting your long-term goals.

Some of the best business lessons don't come from textbooks. They come from conversations with people who have navigated...
09/03/2026

Some of the best business lessons don't come from textbooks. They come from conversations with people who have navigated the same challenges, celebrated the same wins, and learned through experience.

Founder Fuel, hosted by Henry Ford, is a new conversation series featuring honest discussions about leadership, entrepreneurship, and building businesses that last.

New episodes out now! Watch on YouTube or at lifesteps.io/founder-fuel

09/02/2026

What does it take to build a team that people want to be part of?

In Part 2 of Founder Fuel, Henry Ford sits down with entrepreneur Johnny Weber to talk about leadership, hiring great people, building a strong culture, and the lessons that come from growing a business.

From scaling Sport Clips to 58 locations to expanding into Seven Brew Coffee, Johnny shares hard-earned perspective on developing people, coaching instead of simply managing, and creating a winning team.

Watch the full Founder Fuel conversation on YouTube or visit lifesteps.io/founder-fuel

Financial lives rarely feel disorganized all at once. More often, complexity builds over time as accounts grow, prioriti...
08/28/2026

Financial lives rarely feel disorganized all at once. More often, complexity builds over time as accounts grow, priorities shift, and decisions accumulate without a clear structure tying everything together.

That can lead to a sense of uncertainty about where things stand and what steps should come next, even when there is meaningful progress being made in the background.

A more intentional planning process helps bring those pieces together into a clearer picture. Goals become more defined, information becomes more connected, and the overall strategy starts to feel easier to understand and act on.

The shift is not about changing everything at once, but about moving from disconnected details to a coordinated direction that supports long-term clarity.

We’re excited to celebrate Robert on his recent promotion to Senior Client Support Advisor! 🎉After passing his exam last...
08/27/2026

We’re excited to celebrate Robert on his recent promotion to Senior Client Support Advisor! 🎉

After passing his exam last week, Robert has officially taken the next step in his career, and we’re proud to recognize his hard work and dedication.

Congratulations, Robert! We’re excited to see what’s ahead.

08/26/2026

Business owners spend a lot of time preparing for what they can see coming. But what happens when an unexpected opportunity or major life change comes along?

A potential business sale, a move, a change in family priorities, or a new source of income can open the door to possibilities you may not have considered.

Planning ahead can help you understand your numbers, evaluate your options, and make decisions with greater clarity when the unexpected happens.

Have questions about preparing for your own financial future? Give us a call: 909-267-3770

Should you use your investments to pay off your mortgage?For many retirees, this decision comes down to more than a simp...
08/21/2026

Should you use your investments to pay off your mortgage?

For many retirees, this decision comes down to more than a simple interest rate comparison. Taxes, cash flow, investment strategy, and your overall financial picture can all play a role.

Our latest Insight explores the questions worth considering before moving money from your investment accounts to pay off a mortgage.

Read the full Insight: https://lifesteps.io/should-you-pay-off-your-mortgage-with-investments/

A financial plan should grow with you.If your plan hasn't been reviewed in several years, or you've experienced changes ...
08/19/2026

A financial plan should grow with you.

If your plan hasn't been reviewed in several years, or you've experienced changes in your career, family, income, or goals, it may be time to revisit it. A plan that once fit your needs may need adjustments to continue supporting where you're headed next.

Regular reviews help ensure your strategy continues to reflect your current priorities.

Not every financial decision requires a second opinion, but some are significant enough that taking another look can pro...
08/17/2026

Not every financial decision requires a second opinion, but some are significant enough that taking another look can provide valuable perspective.

Major life transitions often bring new opportunities and new questions. Taking the time to review your options before making a decision can help you move forward with greater confidence and clarity.

Facing a major financial decision? Give us a call to start a conversation: 909-267-3770

Financial planning is often viewed through the lens of investments, but that only reflects a small part of what a comple...
08/14/2026

Financial planning is often viewed through the lens of investments, but that only reflects a small part of what a complete financial strategy includes.

A strong plan connects key areas like taxes, retirement, risk management, and cash flow so they work together rather than in isolation. Seeing the full picture helps create clarity around where things stand today and how decisions may shape the future.

Because life changes over time, financial planning also needs to be flexible enough to adjust while still providing structure and direction.

Clarity comes from understanding how the pieces fit together, which makes financial decisions feel more intentional and less overwhelming.

Financial planning is more than a moment. It is an ongoing process.

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

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