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Let's start with a conversation.

Whether you're planning ahead, seeking fiduciary assistance, or making a professional referral, you're welcome to reach out. Tell me a little about what brings you here, and I'll follow up about appropriate next steps.

Please don't include confidential financial, medical, legal, or other sensitive information.

If it appears my services may be a good fit, I'll invite you to schedule a complimentary 30-minute introductory consultation.

Submitting an inquiry does not create a fiduciary relationship or obligate either you or The SteEli Group to an engagement.

Contact details

Alameda, California

Stephanie@steeligroup.com
(510) 761-7764

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