Step By Step Financial, LLC
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Retiring Soon or Recently Retired? Social Security, Tax, Income and Investment Planning We serve clients from many of the surrounding communities.
Back to School, Back to Life: A Time to Reset!
A short article I wrote as the kiddos and the adults get ready for the back-to-school season.
07/21/2025
What Makes Us Different?
Most firms offer investment advice. Some offer tax help. Few bring it all together. At Step By Step Financial and Step By Step Tax Solutions, we integrate your financial life — so you don't have to.
Step By Step Financial | Fee-Only Financial Planning & Tax Preparation | Tulsa, OK Expert financial planning, tax preparation, and retirement planning insights. Serving families and retirees in Tulsa, Owasso, Broken Arrow, Skiatook, Sperry, Sand Springs, and surrounding Oklahoma areas with fee-only fiduciary financial planning and coordinated tax strategies.
07/15/2025
We are excited to share our updated business website now that Step By Step Tax Solutions is officially launched in coordination with Step By Step Financial.
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Our Story
Step By Step Financial, LLC provides fee-only personalized financial planning to charitably-inclined and financially-responsible married couples as they navigate pre and post-retirement and tax planning needs. We believe financial security is achieved by accomplishing a series of steps and following a clear process. It requires dedication and determination to follow this "step-by-step" process.
As part of our financial planning partnership, we’ll work with you to understand your financial attitudes and outlook, and help you learn how your outlook might impact how you achieve your financial goals. We work with DataPoints, a behavioral finance research and technology firm, to get a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to The Millionaire Next Door and The Millionaire Mind.
Our primary service is Wealth Management for those approaching or in retirement. This ongoing financial planning service provides clients with holistic investment advice, tax planning, retirement distribution strategies, and access to low-cost investment providers. Topics of discussion that may be included in Wealth Management are:
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Telephone
Website
Address
9717 East 42nd Street, Suite 103
Tulsa, OK
74146
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4am |
| Friday | 9am - 1pm |
