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

My 2018 Goals

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

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...

Five Easy Financial Resolutions

It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...

 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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