Financial Planning When You Want It All

Are You Cultivating Wealth?

Take the Quiz

As seen in

Why Cultivating Wealth?

R

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.

l

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

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.

Schedule Your 15-Minute Intro Call

New on the Blog

Staying at Home, Again.

by Sara Stanich | Mar 23, 2020 | Cash Flow, Kids, Planning

Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to spend our days last summer, and to a new house...

Interview: Medicare Expense Planning

by Sara Stanich | Feb 26, 2020 | Insurance, Planning, Retirement

If you are approaching the age of 65, you'll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean for your budget? We don't sell health...

So You Want to be a Landlord?

by Nannette Kamien | Nov 20, 2019 | Cash Flow, Real Estate, Retirement

Ask around to any of your friends and someone is always talking about becoming a landlord. It’s also a topic that comes up with a lot of clients in our financial planning practice. Some are unwilling landlords because they can't yet sell a property they bought before...