Our Process

The Charles Stephen Planning Process

Every financial plan we create is as unique as the client we build it for. 


WHAT WE DO

Your Signature Blueprint, created by Charles Stephen, helps you develop strategies for achieving financial independence and a blueprint for attaining your goals. Our unique process will help you create and preserve wealth, protect and empower your family, and achieve your goals.

HOW WE DO IT

We walk you through a unique six-step process that's highly structured, but simple. The process creates a detailed dialogue between you and your Charles Stephen advisors, enabling us to help you move complex topics to a sequence of concrete actions, steps and goals that are relevant to your specific needs. At the end of this process, you'll know what to do, when to do it and why.

Get started today.


Our Associates

  • Adam Ciepiela
  • Kelly Famiglietta
  • Steve Ciepiela