Sestina and Company Launches FIRST Step, Proprietary Financial Planning Program for Limited Investment Clients

COLUMBUS, Ohio, Aug. 30, 2013 (GLOBE NEWSWIRE) -- John E. Sestina and Company, a private professional financial planning firm headquartered in Columbus, Ohio, recently launched FIRST Step, a proprietary financial planning program designed for clients just getting started with their financial plans. FIRST Step allows clients of all income levels the opportunity to work with financial planners.

"I originally designed FIRST Step for the adult children of my current clients, but it has since evolved into a much larger program," said John Sestina, president and founder of John E. Sestina and Company. "No person seeking financial planning advice should be turned away because they're just getting started or have limited income, investments, or net worth."

FIRST Step includes a comprehensive look at your financial plan, including topics such as: Debt Reduction Strategies, Cash Flow Management, Investments, Business Planning, Insurance Planning, Retirement Planning, Dependent Planning and Estate Planning. Client meetings are included in the program and are conducted via web or in person.

"There is nothing like FIRST Step on the market and it is already seeing tremendous success," said Sestina.

Widely acknowledged as the "father of fee-only financial planning," John E. Sestina has been helping clients manage to be wealthy for over 45 years. John E. Sestina and Company counsels individual clients on an objective fee-only basis. Sestina's record of visionary innovation during the past 26 years has supported his mission to establish fee-only financial planning as an independent profession. Sestina is the author of the only book on the market that outlines a step-by-step guide to help individual consumers prepare their own financial plan, Managing To Be Wealthy.

For more information about FIRST Step or John E. Sestina and Company, visit


John E. Sestina and Company is a fee-only financial planning firm headquartered in Columbus, Ohio.

Since 1965 John E. Sestina and Company has been helping advisors make the transition to fee-only planning. The firm's guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability planning, education planning, retirement planning and estate planning. To learn more about John E. Sestina and Company, visit

CONTACT: Media Contact: Megan Shroy Approach Public Relations 614-507-6203 meganshroy@approachonline.comSource:John E. Sestina & Company