Your Financial Connection
Financial Planning When You Want It All
Are You Cultivating Wealth? Take Our Quiz to Rate Yourself!
As seen in
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
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
Introducing Liz Sylvan!
Financial Planner Liz Sylvan has joined The Stanich Group.
Financial Planning and the New Tax Plan
Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...
My 2018 Goals
Happy New Year everybody! Do you set annual goals or New Year’s resolutions? I do it every year and I enjoy the process of looking back on my year and dreaming about the year ahead. I’ve always been pretty goal-oriented, and I try to be very intentional about setting...
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