Sustainable Investing

As consumers continue to raise expectations of being social responsibility for our planet, they have also become very aware of companies that are socially aware and taking responsibility for their environmental impact.  Early on, companies taking an active role in being environmentally conscientious tended to be small with products or services that were difficult to…

Are We Listening?

In today’s society, people are constantly bombarded with messages telling them what they need and why they need it. Whether through the media or advertisements (via billboards, print, online, TV, etc.), our culture has become unphased at being talked at, rather than listened to. Yet, it is critical that service providers really listen if they…

Press Release: LifeSteps Financial New Website Educates, Informs and Offers Financial Planning Processes to Support Client Financial Goals and Objectives

CLAREMONT, CALIFORNIA – June 6,  2018 – LifeSteps Financial,  a financial planning advisory firm located in Claremont, California has introduced its new website, LifeStepsFinancial.com.  In addition to information about the firm, its services and approach, the website includes videos, calculators and articles that the firm has created to educate and inform people interested in planning…