About

Our Process

Each client has different needs

We don’t impose the same process on everyone. Typically, our process involves three meetings:

Meeting No. 1: Explore

Learn about your past experiences and future goals

Learn about you and your priorities, and your finances

Explain our philosophy, cost structure, and service

Introduce team members

Ask us questions

Meeting No. 2: Evaluate

Gather all information and build out your customized financial plan

List all goals for your current situation and future needs

Discuss your risk tolerance and how that is included in your financial plan

Discuss future concerns around health and wellness

Develop the best plan for your unique situation

Meeting No. 3: Recommendations

You will receive your customized financial plan

We will explain the confidence zone

We will discuss how to implement a successful financial plan

Answer any questions

At Stevens Capital Partners^SM

Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.

We listen. We strategize. We engage. We resolve issues.

contact

Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission).
‍Client Relationship Summary
Form ADV Part 2
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

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Stevens Capital Partners^SM

Created by Evidence Based Advisor Marketing

Our Process

Each client has different needs

At Stevens Capital PartnersSM

At Stevens Capital Partners^SM