Scott Frank, CFA, CFP®
Plan Better, Live Better
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Stone Steps Financial LLC
Scott Frank, CFA, CFP®
Encinitas, CA
Serving Clients Nationwide
Plan Better, Live Better
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Scott R. Frank, CFA, CFP®, founded Stone Steps Financial in 2015, a financial planning and investment management firm located in Encinitas, CA.Scott holds the designations of Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Registered Life Planner (RLP). Scott earned a Bachelor of Science in Business Administration with an emphasis in Finance at the University of Colorado at Boulder.
Scott believes strongly in giving back to the community as well as his profession. Scott co-hosts a weekly podcast, Real Personal Finance, in which one personal finance question is answered by real financial planners in plain english. Scott currently serves on the Leadership Development Committee for The National Association Of Personal Financial Advisors.
Scott was named to Investment News 40 under 40 in 2019. He has also contributed to numerous articles on personal finance for the Los Angeles Time, CNBC, the Washington Post, and USA Today.
Scott lives in Cardiff with his wife and two boys.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Analyst (CFA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
533 Second Street Suite 207 Encinitas, CA 92024
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
☑️ THE NEXT STEP
If you’re ready to take the next step toward financial independence, We’re ready to help. Working together is easy with our client-driven approach in which we will develop a plan based on your unique needs.
☑️ FINANCIAL LIFE MANAGEMENT
Financial Life Management is comprehensive financial planning and investment management applied through the lens of your fulfilled life. Rather than simply give you the text book solution, we apply our technical expertise once we know what a great life looks like to you. After all, you are hiring us, not your money.
🪨 STEP 01. LET’S CHAT
Schedule a free initial appointment so we can get to know each other. During our 60 minute meeting we will discuss your financial life at length to determine if Stone Steps is right for you.
🪨 STEP 02. LET’S CHAT SOME MORE: We will have four meetings over 2 to 3 months as we establish your Financial Life Plan through the EVOKE process.
✔️Exploration – We will discuss your financial life from a 30,000 foot view as well as what a great life looks like to you (and your partner if you have one), have a Financial Check-Up to make sure nothing is urgent, and introduce you to your Stone Steps dashboard.
✔️Vision – We will have a conversation about (both of) your answers to the Three Questions and Heart’s Grid so we know what a great life looks like for you (both).
✔️Obstacles – We will come back to your visions of a great life and look at what could possibly get in the way. We will also review your Ideal Day, Week, and Year to understand how close or far you are from your ideal life from a time perspective.
✔️Knowledge – We will review your initial Financial Life Plan. Your Financial Life Plan which will address the major facets of your financial life, such as: Investments, Tax Planning, Cash Flow, Net Worth, Insurance, Stock Options, Employee Benefits, College Planning, and Estate Planning.
🪨 STEP 03. PUT YOUR PLAN INTO ACTION: Execution & Monitoring
With your initial Financial Life Plan in place, our work has just begun. We deeply believe that the value of planning is the process of planning vs. the plan itself. Now it’s time to take action. We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so we can make changes as opportunities and challenges arise. In addition to monitoring your plan and guiding you through your financial life, we will also help you manage your investments.
🪨 STEP 04. STAY ACCOUNTABLE & BREATHE EASY
We will meet 2 – 3 times a year to renew your Financial Life Plan, discuss your progress and continue to refine your plan. With your plan in place, and our next meeting set, you can breathe easy knowing that your financial life is being monitored. In between meeting, we are available by phone or email.
Education
University of Colorado Boulder Bachelor of Science, Finance
Awards and Honors
- Investment News 40 under 40 (2019)
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Individuals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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