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.

07/15/2026

Meaningful financial education starts with understanding the person, not just the plan.

Every employee has unique goals, priorities, and questions. Taking the time to listen can lead to more productive conversations and greater confidence in the decisions ahead.

Whether someone is planning for retirement, saving for college, or navigating another financial priority, asking thoughtful questions can make all the difference.

What questions do you wish you had asked earlier in your financial journey?

Financial life can become complicated quickly, especially when multiple accounts, professionals, and decisions are all m...
07/13/2026

Financial life can become complicated quickly, especially when multiple accounts, professionals, and decisions are all moving at the same time. Over time, that complexity can turn into something that feels more like ongoing management than a clear, structured plan.

A large part of financial planning is helping bring order to that complexity. That includes organizing details, coordinating with tax and legal professionals, monitoring progress over time, and making thoughtful adjustments as life changes.

When those pieces are handled in a coordinated way, it becomes easier to stay focused on the bigger picture rather than getting lost in the day-to-day details.

So you can focus on your life, not just your finances.

07/09/2026

Great businesses rarely grow by accident. Behind the scenes, it often comes down to having the right systems, clear communication, and a team working toward the same vision.

In this conversation, Henry Ford and the LifeSteps team share why they decided to implement the Entrepreneurial Operating System® (EOS), what surprised them during the process, and how it has helped create greater accountability and focus as the business continues to grow.

Whether you're leading a business today or thinking about where you want it to be in the next five or ten years, there are valuable lessons to take away from this discussion.

Watch the full conversation on our YouTube channel: https://youtu.be/BTbXjvfSfPU

Financial clarity is not usually created by adding more information or complexity to the equation. In many cases, it com...
07/08/2026

Financial clarity is not usually created by adding more information or complexity to the equation. In many cases, it comes from stepping back and organizing what already exists in a more intentional way.

When financial details are scattered across accounts or institutions, it becomes harder to understand the full picture. Bringing everything into a clearer view helps reveal how different pieces of a financial life work together and where attention may be needed.

Clarity also improves when goals are defined with more specificity. Rather than broad outcomes, more concrete direction around timing, priorities, and expectations helps turn planning into something more actionable.

Just as important is building in a consistent rhythm for review. Financial plans are meant to evolve, and regular check-ins help ensure they continue to reflect changes in life and long-term objectives.

Clarity starts with structure.

07/02/2026

When it comes to tax planning, one of the top concerns we hear from our clients is: "How do I pay less in taxes and keep more of what I've earned?" Henry and M'Lissa discuss the most common questions and talk about that feeling — you've worked hard all year, and then a large tax bill arrives.

That's why we created our Annual Tax Planning Review Meeting — a dedicated conversation to explore strategies that may ease that burden and bring peace of mind.

Visit https://lifestepsfinancial.com/servic... to learn more about LifeSteps financial and tax planning services for private clients.

We all want balance in the long run — but in the short term, that often means focusing on what matters most for the stag...
06/30/2026

We all want balance in the long run — but in the short term, that often means focusing on what matters most for the stage of life you're in. A healthy mindset comes from looking forward, finding the positive, and building on small wins along the way. The same is true for your finances.

From short-term needs to long-term goals, a healthy financial mindset isn't just about how you think, it's about how you plan.
Experience a more thoughtful, coordinated financial planning relationship. https://lifestepsfinancial.com/

06/26/2026

Many 401(k) plans carry hidden fees that can reduce participant savings. Jorden Bastien, Director of Financial Solutions and Chief Growth Officer, breaks down the common fees a 401(k) plan can carry, and the importance of education and transparency when it comes to fee review.

Visit https://lifestepsfinancial.com/services/401k-retirement-plan-solutions/ to see how we partner with businesses across a wide range of industries to design and manage retirement plans that empower employees and strengthen companies.

"As I read the book, I found myself thinking about some of the entrepreneurs we work with. The business owners who inspi...
06/23/2026

"As I read the book, I found myself thinking about some of the entrepreneurs we work with. The business owners who inspire me most are not necessarily the smartest people in the room. They’re the people who have the courage to think bigger than their current circumstances and the discipline to build toward that vision every day...The life you’re building tomorrow should influence the decisions you’re making today. I think that applies just as much to financial planning as it does business ownership." - Henry Ford.

Visit the Lifesteps Library to learn more about The Science of Scaling by Dr. Benjamin Hardy and Blake Erickson and reflections by Henry Ford, Founder and CEO at Lifesteps Financial. https://lifestepsfinancial.com/science-of-scaling-by-dr-benjamin-hardy-and-blake-erickson/

06/18/2026

How do we make our clients' lives simpler? It goes back to the relationship — we lean in and ask, 'Is there any part of this we can take off your plate?' As a team, we embrace what it means to do the heavy lifting and find the resources to get things done.

Learn more about our proactive financial guidance that stays a step ahead, so you can focus on reaching your goals: https://lifestepsfinancial.com/about/

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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