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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.
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The Time for Tax Planning Is Now
If you are like most Americans, you think about your taxes annually - when you visit your accountant at tax time (or load up TurboTax in early April), but basically, avoid thinking about them the rest of the year. For many, this is totally fine - why spend any more...
How to Get Paid Parental Leave if You’re Self-Employed
In 2018, the State of New York became the 4th state in the nation to offer paid family leave for residents. This means that workers who have a new child or need to take time off from work to provide care for a loved one can receive income during their time away from...
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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?