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Why Cultivating Wealth?

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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.

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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.

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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.

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New on the Blog

Financial Planning and the New Tax Plan

by Sara Stanich | Jan 30, 2018 | Taxes

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

by Sara Stanich | Jan 18, 2018 | Planning, Retirement

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...

Market Update: 2017 Year in Review

by Sara Stanich | Jan 10, 2018 | Investing, Taxes

2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...