Our Purpose
At Next Step Wealth Management, we believe you are the most important piece to a financial plan. Our job is to understand what is important to you and to help you develop a plan to make your desired future a reality. Each person is individual and so should be your steps to financial success. We feel that you need to be an informed consumer when making financial decisions – both big and small – so focusing on education and decision making is key for us. We have developed a reputation for educating individuals in an easy-to-understand manner so you can grasp personal finance and use those concepts to pursue your financial objectives.
We feel that your financial world is like a jigsaw puzzle….. until we put all the current pieces together, we can’t figure out what pieces are missing. We want to help you see the full picture!
How do we do it?
Understanding where you are today and where you want to go is key to creating a roadmap to financial success for you and your family. We start with learning how you look at your money in respect to the market and changes in value of your investments. Don’t worry if you haven’t already started investing, we can simulate hypothetical dollars and get an idea of what type of fluctuation allows you to still sleep at night. After completing a short risk questionnaire which will give us your risk number, we can then put together an Investment Policy Statement (IPS) which will compare what you are currently doing to any proposed changes you might be considering.
Because we believe that everyone is an individual, we also believe that each family’s investment plan should be personalized just for them. Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We don’t do cookie cutter solutions!
Heather Clark
Financial Advisor
Vicki Oswald
Director of Operations/Client Services
Peggy Abel
Marketing Manager
Casey Clark
Administrative Assistant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We can help you address your needs of today and for many years to come. We look forward to working with you.