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Services

Live Your Best Life with Purpose

Invest with Conscience

Aligning your investment direction with your values and principles is critical. Let's invest purposefully with your values at the heart of our investment decisions.

retired woman on bike

You say Retirement, I say
"Re-Wirement"

Do you dream of a beautiful blooming garden, saying "yes" to a new art class, or enchanting travel adventures? Let's align your retirement savings to support all those endeavors and dreams.

Moving forward after the Loss of a Spouse

The death of your spouse is heart breaking. But worrying about money is the last thing you need to do. We can ease that burden with a path that gives you greater financial clarity.

finances after divorce

Picking up the Pieces after Divorce

"Will I be alright?" can be a frightening concern. Let's create a new vision, one focused on you: your purpose and your priorities. It's time.

generations of wealth

Honoring an Inheritance

Your family worked and saved, and now they've left their financial legacy to you. Let's uncover what that means for you and how you might continue to pay it forward.  

Getting started with
Steele Financial Partners
is simple:

1

Let's meet

Let's take time to listen to your questions and understand your goals. We want to collaborate with your purpose and priorities as a foundation.
2

Be Engaged, Educated, & Empowered

We call this E3. On going communication and events will keep you encouraged to learn more and strengthen your financial confidence.
3

Uncover your "Life by Design" plan

Ongoing communication and events will keep you encouraged to strengthen your financial confidence.

Together we will get to the heart and soul of what is important to you as we use your wealth to create your "Life by Design" plan.

Let's Meet
About Steele Financial Partners
Many women struggle finding a financial advisor that resonates with their core values. At SFP we put women first by engaging, educating, and empowering them to master their finances so that they can feel confident in their financial future.
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Phone
Office: 916.846.7733Fax: 916.789.8567
Address
5905 Granite Lake Dr
Suite 110
Granite Bay, CA 95746
Judith Steele is a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives) associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ID, IL, MA, MI, MO, NC, NJ, NM, NV, OR, TX, WA
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