S.T.E.P.S.

S.T.E.P.S. – Smart, Tailored, Event-Driven, Packaged Solutions

Each S.T.E.P.S. Program is tailored to meet the particular demands that certain life transitions can place on women’s finances. Select the option that best describes what you are going through from the menu below and explore what each Program has to offer.

  • DEALING WITH DIVORCE
    • Dealing with Divorce
    • Introduction to Investing
    • Basics of Taxes
    • Estate Planning Basics
    • Insurance Basics
    • Banking Basics
    • Introduction to Credit
    • Budgeting Basics
    • Buying a Home
  • LOSING A SPOUSE
    • Widowhood
    • Introduction to Investing
    • Basics of Taxes
    • Estate Planning Basics
    • Insurance Basics
    • Banking Basics
    • Introduction to Credit
    • Budgeting Basics
  • NEWLYWED
    • Finance for Couples
    • Introduction to Investing
    • Basics of Taxes
    • Estate Planning Basics
    • Insurance Basics
    • Introduction to Credit
    • Budgeting Basics
    • Buying a Home
  • NEW PARENTS
    • Having a Baby
    • Financing Education
    • Introduction to Investing
    • Basics of Taxes
    • Estate Planning Basics
    • Insurance Basics
    • Banking Basics
    • Introduction to Credit
    • Budgeting Basics
    • Buying a Home
  • BUSINESS OWNERS
    • Small Business Loans
    • Equity and Non-Debt Funding
    • The Capital Markets
    • Small Business Retirement Plans
  • RETIREMENT
    • Retirement for Women
    • Small Business Retirement Plans
    • Basics of Taxes
    • Estate Planning Basics
    • Insurance Basics
    • Banking Basics
    • Introduction to Credit
    • Budgeting Basics