LifeSteps Financial
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Financial Planning can mean different things to different people. At LifeSteps Financial℠, we work Lifestyle. Legacy. Peace of Mind.
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.
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/
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/
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/
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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 |
