Your Financial Connection

Financial Planning When You Want It All

 

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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.

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

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...

 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.

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The Stanich Group LLC

dba Cultivating Wealth

41 Schermerhorn St.

#147

Brooklyn, NY 1120

646-693-7451

Ready to talk?

Book a call with Sara.

 

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