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.

Two days of big ideas. Now, it’s time to put them to work.We wrapped up our leadership meeting last week by turning two ...
10/09/2026

Two days of big ideas. Now, it’s time to put them to work.

We wrapped up our leadership meeting last week by turning two days of conversations, ideas and planning into clear action steps for the year ahead.

Every decision comes back to one question: How can we create an even better experience and greater value for the people who trust us with their financial lives?

We’re excited for what’s ahead at LifeSteps and ready to put the plan into motion.

10/07/2026

What do you want your children to see when they look at what you’ve built?

For Johnny, it comes down to building a business rooted in faith, kindness and family, while genuinely caring for and helping people along the way.

Those values shape the legacy he hopes to leave behind and the example he wants his sons to see.

Faith. Health. Family. That’s what matters most.

October is Financial Planning Month, and it’s a good time to recognize the people who make this work meaningful.Behind e...
10/05/2026

October is Financial Planning Month, and it’s a good time to recognize the people who make this work meaningful.

Behind every financial plan is a person, a family, a business, and a future they’re working toward. We’re grateful to be part of those conversations and to have a team that cares deeply about helping people navigate what’s ahead.

Here’s to the people behind the plans, the goals, the conversations, and the work that makes it all possible.

Happy Financial Planning Month from the LifeSteps team.

This week, our leadership has come together for our annual leadership meeting, taking time to step back, look ahead, and...
09/29/2026

This week, our leadership has come together for our annual leadership meeting, taking time to step back, look ahead, and talk about how we can continue to serve our clients and support our team well.

One of our favorite parts of the day was encouraging one another and sharing honest, constructive feedback that helps each of us grow.

We’re grateful for the people who make up LifeSteps and excited about where we’re headed next. More to come!

No one can predict exactly what the future will hold. Markets change. Priorities evolve. Life brings unexpected opportun...
09/18/2026

No one can predict exactly what the future will hold. Markets change. Priorities evolve. Life brings unexpected opportunities and challenges.

Rather than trying to anticipate every possibility, financial planning focuses on building a framework that can adapt as circumstances change while keeping long-term goals in view.

Ready to build a plan for whatever comes next? Give us a call: 909-267-3770

09/16/2026

Sometimes the biggest impact we can have on someone’s career starts with the little things.

Knowing how to show up, communicate with confidence, navigate a workplace, or simply understand the expectations that come with a new opportunity may seem obvious to those with more experience. But everyone has to learn those things somewhere.

Good mentorship means being willing to share what you’ve learned and help the next generation find their footing.

Because sometimes, a simple conversation can stick with someone for years.

Financial planning isn't about having every detail figured out from day one. It's about creating a process that helps yo...
09/14/2026

Financial planning isn't about having every detail figured out from day one. It's about creating a process that helps you make thoughtful decisions as your goals, priorities, and circumstances evolve over time.

Small, intentional steps often lead to greater clarity and confidence than trying to solve everything at once.

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service...
09/11/2026

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service members, and ordinary Americans who stepped forward in the days that followed.

We remember the families who continue to carry that loss and the spirit of service, unity, and resilience that brought communities together.

09/09/2026

Your 401(k) plan may have changed significantly since the day you first set it up.

As your business grows, your retirement plan should evolve with it. That includes regularly reviewing fees, investments, service providers, and whether the plan still makes sense for your business and your employees.

Sometimes, a simple review can uncover opportunities you didn't know were there.

When was the last time you took a closer look at your 401(k) plan?

This Labor Day, we’re recognizing the work, dedication, and perseverance that go into building a life you’re proud of.Wh...
09/07/2026

This Labor Day, we’re recognizing the work, dedication, and perseverance that go into building a life you’re proud of.

Whether you’re building a business, growing a career, or working toward the future you’ve envisioned, the work you put in today can help shape what comes next.

Wishing you and your family a safe and meaningful Labor Day.

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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