Everything Finance.
One App.


It’s time to let your money work for you, and here at Foursteps we have all the resources to help you succeed.


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THE FOUR STEPS

Here are the four steps that will guide you through your financial journey. Each step is vital to the process, let us show you why.

STEP ONE DISCOVER

The first step to becoming financially secure is knowing where you are at now. In the discover step you look at these four numbers:

Net Worth

Assets

Cash Flow

Liabilities

These figures plus your personal financial goals become a guide as your financial advisor designs an individual plan for you.

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STEP TWO PLAN

The second step in the Fourstep’s process is getting a plan from your financial advisor based on the results from step one. Your financial plan will include:

Financial Goals

Financial Snapshot

Defensive Plan

Offensive Plan

One Year Timeline

Liabilities

Once you have a plan for all your cashflow that will maximize the growth of your money you are ready to head to the next step.

STEP THREE AUTOMATE

Now that all the planning is done, it’s time to put it into action. Here we automate everything that you planned so you don’t have to sweat it. We will automate:

Net Worth

Assets

Cash Flow

Liabilities

What does this mean for you? Each month you will be getting closer and closer to your financial goals without having to lift a finger. How’s that for simple?

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STEP FOUR LIVE

Now that all the hard work is done you have arrived at the last step, live. We’d try to tell you what Live looks like for you, but you know that answer better than we do.

Financial Goals

Financial Snapshot

Defensive Plan

Offensive Plan

One Year Timeline

Liabilities

What does this mean for you? Each month you will be getting closer and closer to your financial goals without having to lift a finger. How’s that for simple?

YOUR MONEY IS SECURE.

Foursteps uses extremely safe sources to hold onto your money leaving you with nothing to worry about.