This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

Sign-Up For Email

icon Click Here to sign up for conference emails.

Connie Stone, CFP


Stepping Stone Financial Inc.

Constance Stone, CFP® served a diverse range of clients over the past 27 years. She co-founded Stepping Stone Financial, Inc. in 2004 to provide comprehensive fee-only™ financial planning in a fiduciary capacity. Connie particularly enjoys empowering single women over the age of 50, especially widows, through education and holistic advice. She also serves families with seniors in transition. She is honored to serve as an ambassador for the CFP® Board of Standards. Connie has been quoted in several local and national publications, including NAPFA Advisor, the Wall Street Journal, Kiplinger’s Personal Finance Magazine, the Journal of Financial Planning and the Plain Dealer.