Welcome to STL Financial

Welcome to STL Financial

We are devoted to helping our clients achieve better financial outcomes. To us, wealth means having freedom to be more intentional with your life; doing what you want, with whom you want and when you want to.

At STL Financial, that’s our focus. We accomplish this through our financial planning process where we discuss what is most important to you, and then build a roadmap to help you spend more of your time on the things that matter the most.

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Our Process

Clarity on What Matters Most

Clarity on What Matters Most

Sitting down with you and your family, we take the time to understand your unique goals, issues, and to learn more about your concerns around your wealth and your life. What are your plans and goals? What are the risks and opportunities most relevant to you? How do you currently address these matters? What should change?

Devise a Plan

Devise a Plan

Once we begin learning where you are, where you’d like to be and what’s most important to you, we'll begin assembling all of that input into a plan for you. We’ll collaborate with you and your other tax and legal advisors to consider your values, tax and estate issues, risk factors or special needs unique to you to develop a well thought out plan that will help you navigate the next chapters of your life.

Implement Your Plan

Implement Your Plan

We’ll help you take deliberate steps to address your most pressing concerns. This will include recommendations on specific timeframes to set you up for success. During this time, we will communicate proactively with you to ensure your complete understanding and confidence. All of this is done to help you accomplish what's most important to you.

Tracking Progress & On-going Review

Tracking Progress & On-going Review

Your plan serves as a roadmap to achieve intentional living. Easy 24/7 tracking is made available for you to check performance of your investment portfolio and monitor the ongoing status of your plan. Perhaps most importantly, we make ourselves available whenever needed (at minimum, annually) to meet with you to review what’s on your mind and talk through how we can continue to best help you stay on track.

Chris Jones, CLF, FSCP

Chris Jones, CLF, FSCP

President

Chris Jones has over 25 years of experience in the financial services industry. As a trusted advisor, mentor & business coach; he listens, educates and shares his knowledge to help empower his clients to make financial decisions with confidence so that they can achieve intentional living. Chris is a passionate, dynamic speaker who has an innate ability to connect with people. As President of the company, Chris chose the name “STL Financial” as he was born and raised in St. Louis and proudly represents the community.

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