Wait list Application: Name * First Name Last Name Email * Message * Tell us a bit about yourself, your goals, and what brought you to Steps Financial. This helps us understand your needs and how we can best support you when the time comes. Thank You for Your ApplicationWe’ve received your information and added you to our wait list. Our team will review your details, and an advisor will be in touch with an update as we approach the allocated time frame. In the meantime, if you wish to remove your name from the list, or your needs change, please let us know.We appreciate your patience and look forward to supporting you on your financial journey.Steps Financial