Foursteps

An average financial plan costs $2,000

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Foursteps Device

Foursteps

75% of Americans can't afford a $500 emergency.

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What we do

Our Technology and Financial Consultants will help you create a Free:

100 Dollar
50%
Live
Live
30%
Play
Play
20%
Save
Save
Start your path to financial freedom today!
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Services we offer

Start now to receive a free:
Will help you automate your money to efficiently live, play

Receive a Free Financial Plan

Receive a Free Financial Plan

Create a tailored FREE financial plan for you!
What is included:
  • Debt Elimination Planning
  • Major Purchase Planning
  • Retirement Planning
  • Insurance Planning and much more. See all that we offer today
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Foursteps

Foursteps

Free Consultation
Talk to a Financial Adviser for FREE
  • Areas to discuss gaps and holes in your financial plan
  • Discuss your short term and long term financial goals
  • Retirement and Risk Management strategies
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FREE overview

FREE overview

Free Financial Projections
Get a FREE overview of your retirement, investments, and
What is included:
  • Retirement Projections
  • Net worth and cash flow projections
  • Eliminate Debt
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Foursteps

Free Budgeting

Free mobile app to budget and manage your money.
What is included:
  • Debt Elimination Planning
  • Monthly cashflow analysis
  • Financial insights and recommendations based on your spending
  • Insurance Planning and much more. See all that we offer today
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Discover how we do it

Manage Your Money in Four Simple Steps

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Foursteps Device

EVERYTHING FINANCE. One App

The Best Free Financial App

Create a free financial plan and receive a free financial Check up.

Frequently asked questions

What exactly will you be getting with a Financial Advisor?

Have you ever wondered if you should pay for your next car in cash, or if you should get a car loan? What about if you have the right amount of Life Insurance? Perhaps you're wondering if your on track for your retirement? Or if you’ll have enough saved to put your child through college? Searching for these answers on the internet won’t give you the custom advise you need. That is where Foursteps comes in.

Working with a Foursteps Financial Advisor mean you’ll have access to personalized advice whenever and wherever you need it, at a fraction of the cost others pay for the same level of service.

How often can I meet my advisor?

At Foursteps we believe that financial planning isn’t an event, it’s a process. A financial plan is a living, breathing, document and should be updated frequently. While most firms will charge you to meet more than once a year, at Foursteps we include four meetings each year in the price of the subscription. Oh yeah, and there isn’t a limit to the number of emails or phone calls you get as a valued client.

How can I get in touch with my advisor and Foursteps?

As you become a paid member, an advisor will be in contact with you. You can email, text, or schedule a video conference or call whenever you're in need. Feel Free to contact your advisor anytime!

Is Foursteps a budgeting app?

At Foursteps we do much more than budgeting. We help you save time, effort and money. We assist with budgeting, financial advising, work benefits, insurance, debt elimination and much more.

What will the budgeting app include?

The Foursteps state-of-the-art budgeting app uses the latest in Fin-Tech to provide customized budgeting tools and analysis, as well as up-to-the-minute Financial Planning reports. What does this mean for you? Information is power, and the budgeting app coupled with the knowledge and experience of a Financial Advisor means you’ll be locked and loaded with information that will make your financial dreams come true.

What kind of security does Foursteps use?

Security is of the utmost importance at Foursteps. Foursteps is a fiduciary, which means we will always place our clients interest ahead of our own. This isn’t only true about the advice we give, but also in the way we protect and defend client information and privacy rights. Our state-of-the-art technology uses various methods to keep your information safe.

How will investing with Foursteps work?

Let us worry about your investments so you don’t have too. One of the services we offer at Foursteps is investment management. This type of service often costs around 1.25% of the account values being managed each year. At Foursteps it only costs 0.9% each year. That’s a 28% lower fee for the same level of service you could find elsewhere.

Foursteps won’t actually have possession of your money. Your money will be held safe and sound at a custodian called E-Trade, and the investment allocations will be directed by you, your Foursteps Financial Advisor, and a Symmetry Partners Advisor (a third party money manager). Foursteps will provide you with quarterly reports via email on the progress of your investments, and E-Trade will provide you with monthly statements. You can be as involved as much or as little as you’d like.