Step by Step Planners

Step by Step Planners Regardless of your life stage, income, or goals, we can work with you to create a financial plan. Define Your Goals. Develop Your Plan.

We know that "thank you" does not express our full gratitude of those who gave their lives defending our freedoms. We tr...
05/25/2026

We know that "thank you" does not express our full gratitude of those who gave their lives defending our freedoms. We truly are grateful for their sacrifice. Happy Memorial Day from all of us at Step By Step Planners.

Our office will be closed on Monday in observance of Memorial Day. We will be back in the office on Tuesday, May 26th.
05/22/2026

Our office will be closed on Monday in observance of Memorial Day. We will be back in the office on Tuesday, May 26th.

On this Armed Forces Day we wish to say a very heartfelt Thank you to all the active duty service members.
05/16/2026

On this Armed Forces Day we wish to say a very heartfelt Thank you to all the active duty service members.

Happy Mother's Day to all our Mothers, Grand-mothers, Mother-in-laws and those we love as a mother. Thank you for all yo...
05/10/2026

Happy Mother's Day to all our Mothers, Grand-mothers, Mother-in-laws and those we love as a mother. Thank you for all you have done for us.

05/05/2026
Thank you to the teachers who give their all, don't give up and do such important, amazing work. Thank you to all educat...
05/05/2026

Thank you to the teachers who give their all, don't give up and do such important, amazing work. Thank you to all educators, from all of us at Step By Step Planners.

As we observe Arbor Day go outside and enjoy the trees. Maybe think about planting a tree or two this weekend.
04/24/2026

As we observe Arbor Day go outside and enjoy the trees. Maybe think about planting a tree or two this weekend.

Give us a call if you need advise on the best way to invest your tax refund.
04/15/2026

Give us a call if you need advise on the best way to invest your tax refund.

Happy Easter from all of us at Step By Step Planners.
04/05/2026

Happy Easter from all of us at Step By Step Planners.

Our offices will be closed in observance of Good Friday. We will be back in the office on Monday. Enjoy the Easter weeke...
04/03/2026

Our offices will be closed in observance of Good Friday. We will be back in the office on Monday. Enjoy the Easter weekend with your friends and family.

Address

8525 Executive Woods Drive Suite 500
Lincoln, NE
68512

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14024177484

Website

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