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

LifeSteps Financial

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United States
Claremont, CA
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.

05/22/2026

"What makes the book memorable is the philosophy behind how the team chose to serve people. Thoughtful systems paired with genuine care for people—is what makes the story so powerful." - Henry Ford. Visit the Lifesteps Library to learn more about Unreasonable Hospitality by Will Guidara and reflections by Henry Ford, Founder and CEO at Lifesteps Financial. https://lifestepsfinancial.com/lifesteps-library-unreasonable-hospitality/

05/15/2026

Meet Gladys Limones, Director of Operations & Compliance, Office Manager:

Gladys oversees administrative functions that support client relationships and serving as an initial point of contact for client inquiries. With more than 20 years of experience working alongside financial advisors, she collaborates closely with clients, team members, and business partners to help ensure smooth day-to-day operations.

She brings a thoughtful, detail-oriented approach to her work and values accuracy, compassion, and clear communication. She appreciates being part of an environment where people encourage one another, support growth, and care for one another’s wellbeing. Whether helping coordinate routine needs or supporting clients through important moments, she strives to approach her role with integrity and professionalism.

Fun fact: Gladys enjoys live theatre productions, traveling, and a great cup of coffee.

05/13/2026

Feeling like your financials are fragmented and not working together? You may sense a breaking point, facing challenges and the potential of things falling through the cracks. When you come to us, we'll work to find the resources that will get you closer to the sense of accomplishment you've been working towards. Our goal is to help you reach your goals and give you time back.

05/11/2026

It can feel normal to say you're looking for advice when planning your financial future, but advice only takes you part of the way and can feel like "Here's what I think you should do, now run with it and go do". When you take a step back, you realize what you were really looking for was a partnership all along. At Lifesteps we're committed to a high-level standard— a True Partnership with you. We're on your side, in your shoes and we care about what's in your best interest. We combine proactive guidance, disciplined processes, and a hospitality-driven experience to make your financial life feel clear - the true partnership you've been searching for all along.

05/06/2026

In our experience, understanding your investments lines up with understanding where you want to invest your time. What does an investment look like to you? Visit Lifesteps Insights to learn more about clear, practical insights on personal finance, investing, market trends, and strategies to help you make smarter financial decisions.

https://lifestepsfinancial.com/insights/

05/04/2026

If you own a family business and are planning to sell to the next generation it's important to bring together all of the different financial pieces, but there's also the emotional impact that comes with this decision. We take the time to understand your story, laying out avenues and financial choices to find together the avenue forward that will bring clarity and ultimately what's best for your family and your peace of mind.

04/30/2026

Meet Jorden Bastien, Director of Financial Solutions, Chief Growth Officer:

Jorden brings strategic vision and analytical insights to the LifeSteps team. He is highly motivated to turn stresses into confidence, listening first to then build plans that will help real lives feel lighter and clearer. Jorden is proud to be a part of the "we did it" moments, with strong math skills and an economics background he enjoys watching goals become real. He leads with empathy and trust, working diligently to serve clients at every life stage, all while building a team that delivers when it matters most, one step at a time. He works to be a steady partner, and is passionate about raising the bar on service, judgement and client outcomes.

Fun fact: Jorden's love of travel led him to living in Indonesia after graduation, the place where him and his wife fell in love. They traveled together throughout the islands on boats and motorbikes, spending many days surfing at the beach. Living in Indonesia, along with eating $3 Jaffles, were some of the best experiences of his life.

04/28/2026

Those who seek family office services may have come into complexity around their wealth by inheriting a business, real estate, and private investments. It can be extremely time consuming to manage it all on your own, which leads you to the question - is there support out there that can help me reign in these pieces? Our team works to understand multiple sides of your wealth so you can focus on the parts of life you really enjoy.

04/27/2026

Our communications take it to the next level when it comes to what is touching your wealth and your personal life that we can support to provide true real-life benefits. Experience a deeper relationship, combining the discipline of multi-family office services with the heart of hospitality. We customize a variety of services to deliver a thoughtful, coordinated financial experience to you.

04/24/2026

M'Lissa Brillhart and Henry Ford discuss the reward of working with clients not only on financial plans but on how to make life goals become reality.

What is your why? What is driving you and your future? Learn more about the healthy mindset with your financial planning, and hear about our direct experience and stories on using the healthy mindset to support your stage of life and upcoming accomplishments.

Here's How We Have a Healthy Mindset About Your Financial Position https://www.youtube.com/watch?v=DIEcW-AaLNI

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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