Needs a Real Plan Life is not a single event, why should your financial plan be? Let us help you understand your financials today, make better decisions tomorrow, and gain power over your wealth for a lifetime. Real Wealth Relationships If you are going through a divorce, you must make important decisions which will impact the rest of your life. Let us help you make informed choices and reset your financial life. Shifts in Transitions Changing cars, jobs or houses are profound decisions that carry a long-term impact.
Life

About Cultivating Wealth

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Team

Our team has been helping clients take power over their wealth for over a decade. We believe in being partners to our clients, and provide straightforward advice, one real money decision at a time. We work virtually with clients nationwide.

Home

Audrey Emerson

Associate Financial Planner
Audrey Emerson is an Associate Financial Planner at Cultivating Wealth and is passionate about helping creatives (and non-creatives) meet their financial and life goals.
Meet Audrey
Home

Caroline Gaddi

Marketing Associate
Caroline recognizes the importance of reputable and reliable branding as a representation of a strong foundation of teamwork and dedication to our clients.
Meet Caroline
Home

Suzanne Highet

CFA
Suzanne is a financial advisor and investment specialist. Suzanne loves the intersection of finance and psychology found in financial advising. She hopes to empower her clients to experience financial clarity and peace of mind.
Meet Suzanne
Home

Nannette Kamien

MBA, CFP®, CDFA®
Before joining the firm, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA.
Meet Nannette
Home

Liz Sylvan

CFP®, CDFA®
Liz works collaboratively with individuals and families in the New York metro area and beyond to enable them to move confidently toward their financial and life goals.
Meet Liz
Home

Sara Stanich

MBA, CFP®, CDFA®, CEPA®
Founder Sara Stanich, MBA, CFP®, CDFA®, CEPA® launched The Stanich Group, a fee-only Registered Investment Advisory Firm in 2016.
Meet Sara
Meet Our Team

Our Simple Process for
Cultivating Wealth

Image
REAL LIFE
Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.
Image
REAL MONEY
Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.
Image
REAL PLAN
Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.
Schedule Your 15-Minute Intro Call

Recent Articles

Stay Up To Date With Our Most Recent Posts

Keep in Touch

Join our list for updates and events not shared on our blog!

AS SEEN IN

Image module
Image module
Image module
Image module
Image module
Image module