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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

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

How We Saved $50,000 Per Year

2008-2012 were some tough years across the board. Many people I knew had to downsize, change careers, or experienced wild income fluctuations. The truth is - my family and I went through the same thing. And, honestly, the lessons we learned can still be applied today....

Adopting? Feel Financially Prepared in Four Steps

Are you thinking about adopting a child? That’s wonderful! Parents thinking about adoption may be very anxious about the financial aspects of the process. I’d like to take some of the mystery out of it, so parents don’t unnecessarily delay for financial reasons. Here...

 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

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