Mission

Our goal is to help people achieve more than what life has planned for them. We FollowThru to fulfill your financial dreams. We will work as a team and succeed together.

What makes us different from everyone else is that we FollowThru, we care and we understand. Knowledge is power; Working with us will give you the power to make wise decisions about your finances. We will fight in your corner to help you achieve the independence you want so you don’t have to rely on the support of the government, family or friends.

Successful Businesses FollowThru Will You?

Steve does more than just offer the typical blanket advice, but takes you to a level of personal financial education. His suggestions are based on the reality of your current situation--what you can do today based on your goals--and how to move toward your personal financial independence. Most importantly, he has proven himself to be very honest--my #1 prerequisite for anyone handling my finances.

Cynthia Roby
Copywriter - Editor
Bluestocking Ink, Limited
www.bluestockingink.net

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Working with FollowThru Planning Associates has allowed us to concentrate on what we do best. After years of headaches dealing with tedious paperwork, the professional, individualized attention provided by FollowThru was a welcome change. Their understanding and willingness to learn about the day-to-day business of a creative business was refreshing. All of our finances are now neatly organized, allowing us to focus on new growth strategies without being overwhelmed by the numbers.

Deroy Peraza
Principal & Creative Director
Hyperakt Design Group Inc.
www.hyperakt.com

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My business and personal finances were a mess; it became a huge headache to deal with the numbers, the papers, and all the nonsense. FollowThru took on a job that no one else was brave enough to do. Steve’s top priority was first resuscitate the business, then stabilize it by creating a solid foundation and our next step is to make sure my company grows into a multi-million dollar business. Steve takes care of everything; he’s the “caretaker”, the best caretaker. Because of FollowThru my finances are tight.

Luis Delgado
President
LMD Designs Inc.
www.lmddesign.com

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I commend Stephen Chen as the head financial planner at FollowThru Planning Associates LLC for everyday operations as being very thorough with his financial planning details. Jobs are always completed to meet deadlines and communications channels are made simple. They make business easy. FollowThru Planning Associates LLC will finish any job with the resource and reliability that will satisfy any fortune 500 company. Thanks for your great service FollowThru!

Ralph Robinson
President
RIR communications Systems, Inc.
www.rircommunications.com