Move Your Finances Forward
Forward Steps Group helps everyday people turn financial uncertainty into a clear, manageable plan — one practical step at a time. From credit and taxes to retirement and legacy, we help you figure out the next right move and connect you with the right professionals who can carry it out.
Where We Can Help
Three areas of focus, built around the steps most households actually face.
Planning & Strategy
Step-by-step financial roadmaps, budgeting structure, and ongoing check-ins that keep your goals on track.
Credit & Tax Support
Credit standing assessments and tax filing coordination handled with qualified professionals at the table.
Retirement & Legacy
Retirement income blueprints, inheritance readiness, and legacy continuity planning for what comes next.
A Steadier Way to Make Financial Decisions
Most people don’t need another lecture about money — they need a clear next step. Forward Steps Group was built around that idea. We listen first, map out where you stand, and lay out a realistic path forward in plain language.
We are a guidance and coordination firm — we do not provide investment, legal, or tax advice ourselves. When your plan calls for specialized expertise, we pair you with the appropriate professionals and stay involved so nothing falls through the cracks.
How It Works
1. Talk It Through
Start with an initial strategy session. We learn your situation, your worries, and your goals.
2. Get Your Roadmap
You receive a practical, prioritized plan — what to do first, what can wait, and why.
3. Take the Next Step
We coordinate the follow-through with you and the right qualified professionals, step by step.
What You Can Expect
- 100% Enrollment Details Reviewed Upfront
- Secure Document Handling Process
- Structured Client Onboarding Process
- Dedicated Support Contact Available
What Clients Say
“I came in stressed about debt and left with an actual order of operations. Six months later I can finally see progress.”
Danielle R. — Orlando, FL
“They explained my retirement options without the jargon and brought in a retirement planner when it was time. Smooth from start to finish.”
Marcus T. — Tampa, FL
“The roadmap session alone was worth it. Clear steps, honest answers, and no pressure.”
Priya S. — Jacksonville, FL
Common Questions
No. TM Legacy Enterprises LLC is not a financial consultant, financial advisor, or legal advisor. We help you organize your situation and connect you with appropriately qualified professionals when your plan requires them.
Every engagement begins with an Initial Consultation at a flat $299.99. From there, you only purchase the specific services your roadmap calls for — each is priced individually on our Services page.
Yes. You can request a cancellation at any time, and refunds are handled under our Refund Policy. We’d rather part ways cleanly than have you stay in something that isn’t working.
Call for a Financial Review
Call 1-866-978-0434 for a financial review, or email connect@forwardstepsgroup.com to get started.