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Why Cultivating Wealth?
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
The Cultivating Wealth team communicates technical financial planning advice in simple terms, enabling our clients to make decisions with confidence and clarity.
Our fee-only fiduciary advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
It’s Easy to Get Started
Introduction
We know that finding trustworthy financial guidance can seem overwhelming. That’s why we start every client relationship with an obligation-free 15-minute introductory call. No strings attached – simply an opportunity for you to see if Cultivating Wealth is the best fit for your needs.
Discovery
We’ll work together to gather your financial information and map out both your short- and long-term goals.
Solutions
Using your goals and values as a guide, the Cultivating Wealth team will work with you to create a set of personalized recommendations based on your unique financial situation.
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Adopting? Feel Financially Prepared in Four Steps
Are you thinking about adopting a child? That’s wonderful! Parents thinking about adoption may be very anxious about the financial aspects of the process. I’d like to take some of the mystery out of it, so parents don’t unnecessarily delay for financial reasons. Here...
Retirement Saving for the Self-Employed
Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them. Even if you’re running the business of your dreams and never planning to fully retire, everyone wants the “option” to stop working (or...
Thinking Ahead When it Comes to Your Child’s Education
When our kids are young, it’s easy to get wrapped up in the day-to-day. Parenting is hard, and it’s tough to look much farther ahead than next Friday when you’re in the weeds with middle school math homework, preschool drop off, and Minecraft server dramas. Still,...
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.
The Stanich Group LLC
dba Cultivating Wealth
41 Schermerhorn St.
#147
Brooklyn, NY 1120
646-693-7451
Ready to talk?