Your Financial Connection

Financial Planning When You Want It All

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Why Cultivating Wealth?

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Advice You Can Trust

We live here too and understand your needs.

We are a fee-only, fiduciary firm. We do not accept sales commissions and have a legal obligation to make recommendations in your best interest.

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A Custom Financial Plan

You are busy and we get that. Who has time for a third job?

Expect quick communication and updates so you always know where you are.

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Understandable Expertise

Sara is a Certified Financial Planner (CFP®) and a New York University MBA.

She combines this expertise with the ability to communicate in simple terms. This clarity helps clients make better financial decisions.

It’s Easy to Get Started

Discovery

We use a “Mind Map” process to gather information and help clarify your financial goals.

Plan & Implement

Our personalized recommendations are based on your goals and life situation. We assign “homework” for both of us!

Monitor & Adjust

We communicate regularly to update your plan and make adjustments as life changes. Your plan is available online 24/7.

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New on the Blog

Is it Time to Update Your Financial Plan?

by Sara Stanich | Feb 20, 2015 | Cash Flow, General, Insurance, Investing, Kids, Planning

For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens to turn that plan upside down. Some of those...

It’s Good to Be Back!

by Sara Stanich | Feb 19, 2015 | General, Kids, Planning

This is the first post on the blog since last August, but I’ve been busy … meet our twins, Sandy and Will! William and Sandra Stanich were born in November 2014. Aren’t they the cutest? While a part of me just wants to stay home and snuggle them, I am glad to be back...

End of Summer Garden Post

by Sara Stanich | Aug 29, 2014 | Garden, Uncategorized

School has started and summer is pretty much over. And I haven’t written anything about the garden since April! Basically, we didn’t spend nearly as much time out there this year, and it showed. Luckily for us, we had done some prep in early Spring, and were able to...