FEE-ONLY FIDUCIARY
Your success is our success. No insurance kickbacks. No product commissions. No conflicts of interest.
Veteran-Led · Fee-Only · Judgment-Free
Financial Planning for Military Veterans & Working-Class Individuals
No Minimums · No Hidden Fees · No Judgment
- Transparent Pricing
- Education-First
- Results-Driven
It’s Time Someone Took Your Money
As Seriously As You Do.
You're not alone. Here's what veterans and working families have shared:
- “They wanted $100K minimum before they'd even talk to me.”
- “Spent 45 minutes trying to sell me products I didn't understand.”
- “Their fees were more than my car payment.”
- “I'm drowning in financial advice and still confused.”
The truth? Most of the financial world is built to serve the wealthy, not people like us. That ends now.
What If You Could Get the Same Financial Planning That Millionaires Receive… For Just 1% of Your Income?
Dr. Steven Crane went from homeless veteran to financially free in 5 years. Now he's helping others do the same.
Here's How I'm Different:
COMPREHENSIVE FINANCIAL DIAGNOSIS
Like a doctor for your money. We examine cash flow, debt, taxes, insurance, investments, estate planning and more.
QUARTERLY REPORT CARDS
Regular check-ups keep you on track. No “set it & forget it”, we monitor your progress consistently.
UNLIMITED SUPPORT
Life doesn’t wait, and neither do we. Call, text, or email any time you need help.
ONE DASHBOARD
Stop logging into 37 different sites. View your complete financial picture in one place.
TRANSPARENT PRICING
Simple. Honest. Fair. Know exactly what you'll pay, always just 1% of income.
COMPREHENSIVE ESTATE PLAN
Valued at $1000+. Complimentary to each of my clients.
SPECIALIZED IN THE FORGOTTEN CLASS
Serving those who have been historically overlooked. Everyone deserves financial equity.
Why People Trust Dr. Steven Crane
$4.2B+
Benefits Delivered
to Veterans through 360 veteran
to Veterans through 360 veteran
2,500+
Volunteer
Mentorship Hours
Mentorship Hours
150
Professional
Certifications
Certifications
- ChFC®
- CLU®
- AFC®
- NSSA®
- FRC®
- CFEd®
- CF2®
- CMFA®
- CBDA®
- RFC®
- MQFP®
My Process
My Proven 4-Tier Financial Foundation System
Most people start with investing. That’s why most people fail.
-
Identify & Stabilize
Get clear on where you stand. Build your foundation with budgeting, estate basics and clear financial statements.
-
Protect & Defend
Secure progress with smart tax planning, emergency funds and the right insurance coverage.
-
Eliminate & Build
Crush debt strategically while accelerating retirement and education savings for your family.
-
Thrive & Expand
Grow wealth through advanced investments and alternative strategies that support your legacy.
Everything You Need to Build a Financial Legacy
All for just 1% of your household income. No surprises. No upsells.
Cash Flow & Budgeting
Clear dashboards for quick financial overviews. Track spending trends and monitor your financial vitals.
Risk Management
Real‑time insurance analysis. Home, auto, and medical coverage reviews to protect your family.
Investment Management
Tailored portfolios based on your risk tolerance with real‑time net‑worth tracking.
Tax Planning
Strategic analysis to reduce future tax liabilities, stop overpaying Uncle Sam.
Estate Planning
Establish trusts for privacy and efficiency, name guardians, and protect your legacy.
Retirement Planning
Detailed projections and personalized strategies to help you retire on your terms.
Family & Life Planning
Align your financial strategy with your values, goals, and what matters most to your family's future.
Debt Management vs Savings Strategy
Strategic analysis of when to pay down debt versus when to save and invest for optimal financial progress.
CONTINUOUS GROWTH
Ongoing Education
Your financial journey doesn't end with a plan, it evolves with you. Stay informed, stay ahead, and stay confident with our continuous learning ecosystem.
🎯
Monthly Webinars
Live sessions covering market trends, tax strategies, and financial planning fundamentals. Ask questions, get answers, build knowledge.
📊
Quarterly Reviews
Regular check-ins to assess progress, adjust strategies, and celebrate wins. Your plan stays current with your life.
🧠
Learning Resources
Curated articles, guides, and tools delivered to your inbox. Financial literacy is your superpower, we help you build it.
10+
Years of Experience
2,500+
Hours Taught
$500,000+
Invested in Education & Growth
1,000+
Media Hits & Speeches
Because financial education shouldn't be a luxury—it should be your right.
Ready to Stop Being Overlooked?
Your financial diagnosis is COMPLIMENTARY. No sales pitch. No pressure. Just honest answers and a personalized action plan.
- Understand exactly where you stand financially
- Identify the biggest opportunities and risks
- Get a clear roadmap for your next steps
- See if we're the right fit to work together