One of the Originals

Nearly three decades ago, Kathy Stepp and Howard Rothwell were pioneers. They started what was to become a highly successful fee-only financial-planning firm, one of the first of its kind in the country. Their business model – as innovative today as it was then – put the client's best interest in sharp focus, eliminating conflicts that historically arose from firms selling products along with advice. Growing any company is a challenge. That Kathy and Howard also are married adds an interesting twist. In this podcast, they share stories and insights from their years together in the business, in finance, as well as in their personal lives.