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Why Cultivating Wealth?
Advice You Can Trust
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
Our team delivers advice in clear and simple terms (no financial jargon!) so you can make decisions with confidence.
Our advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations.
It’s Easy to Get Started
Introduction
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
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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Three Steps to Making Smarter College Money Decisions
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We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the corner,...
Quarantine Finance Webinar – What To Do Now
UPDATE - VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008...
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