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Press Suzanne Featured on Advisor Perspectives!
August 5, 2021in Press 0 Comments 0 Likes

Suzanne Featured on Advisor Perspectives!

Cultivating Wealth’s Suzanne Highet was featured as a guest contributor for Advisor Perspectives discussing her experience taking the CFP® vs. taking the CFA exam. Way to go, Suzanne! “The two

by Caroline Gaddi
Cash Flow Quarantine Finance Webinar – What To Do Now
April 29, 2020in Cash Flow 0 Comments 0 Likes

Quarantine Finance Webinar – What To Do Now

UPDATE – VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the

by Sara Stanich
Education We Are Growing – Welcome Nannette Kamien!
October 1, 2019in Education 0 Comments 0 Likes

We Are Growing – Welcome Nannette Kamien!

We are thrilled to announce that Nannette Kamien, CFP® has joined our team! Before joining Cultivating Wealth, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA. She

by Sara Stanich
December 3, 2013in Cash Flow 0 Comments 0 Likes

CBS Sunday Morning – Battle for a Living Wage

I was a part of this recent piece with Erin Moriarty on CBS Sunday Morning, “Battle for a Living Wage.”  (You can catch me around the 5:45 mark). The piece

by Sara Stanich
October 29, 2013in Cash Flow 0 Comments 0 Likes

Saving Clients from Financially Needly Loved Ones

When a client planning a move to a Manhattan co-op apartment asked advisor Sara Stanich if she should buy a two-bedroom rather than a one-bedroom — just in case her son needed

by Sara Stanich
July 1, 2013in Cash Flow 0 Comments 0 Likes

Naked With Cash – Mid Year Update

As I mentioned here, I am participating in a series of posts called, “Naked with Cash” at a popular blog called ConsumerismCommentary.com. It’s been really interesting.  Participants in the series

by Sara Stanich
January 8, 2013in Cash Flow 2 Comments 0 Likes

Naked with Cash … at ConsumerismCommentary.com

I was recently chosen to participate in a series of posts called, “Naked with Cash” at popular blog ConsumerismCommentary.com. Participants will “reveal” their financial details on a monthly basis.  Readers

by Sara Stanich
November 28, 2012in Press 0 Comments 0 Likes

Financial Blog Contest: I Made the Top 10!

Wow, my blog finished in the “Top 10” in the 2012 Top Echelon Financial Blog contest!  The contest focused on client focused blogs, written by bloggers at U.S. Financial firms.

by Sara Stanich
October 3, 2012in Cash Flow 0 Comments 0 Likes

Building Financial Confidence (My Video Debut!)

I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”. 

by Sara Stanich
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