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.

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.

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.

New on the Blog

Pay for Convenience or Do it Yourself?

When is it worth it to pay for convenience? Do you ever feel guilty about paying for something you know you could do yourself? How do you know if you can afford it? I think many of my clients struggle with this, and my family does too. What Does it Cost? Here are some...

Happy News

Well, it's been pretty quiet around this blog lately.  I guess I've been busy "cultivating" something else ... life! That's right, we're expecting in the Fall.  And actually, that's not all ... we're expecting twins! While of course we are over the moon with...

April Garden Report: Spring Came Late this Year

Unfortunately, the garden is not looking very promising so far this year.  After a long winter with record cold temperatures, we got off to a late start, and I think we may have missed the window for the early-spring vegetables. Here's what is working this month:...

 Are You Cultivating Wealth?

Are you trying to do the right thing financially, but unsure about your strategy or progress?

Schedule a Discovery Call with Sara to see if you are on track.

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The Stanich Group LLC

dba Cultivating Wealth

41 Schermerhorn St.

#147

Brooklyn, NY 1120

646-693-7451

Ready to talk?

Book a call with Sara.

 

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