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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
The Cultivating Wealth team communicates technical financial planning advice in simple terms, enabling our clients to make decisions with confidence and clarity.
Our fee-only fiduciary advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
It’s Easy to Get Started
Introduction
We know that finding trustworthy financial guidance can seem overwhelming. That’s why 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.
New on the Blog
What is Socially Responsible Investing?
Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with? If so, you may be interested in a movement known as “socially responsible investing”, also...
Smart Saving for School
If you have kids, you know that education is going to cost serious money. In fact: Daycare & Preschool can cost $1500-2500 per month. Private Primary and Secondary school in New York City can cost almost $40,000 per year. College expenses have increased at...
The Benefits of Benefits
"My new company gave me this big packet of benefits information. Should I sign up for the ..." Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long Term Care Insurance? Transit Checks? Flexible Spending or Dependent Care Spending...
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
Ready to talk?