Sara Stanich, CFP®, CDFA The Stanich Group

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About Sara Stanich, CFP®, CDFA

I’m Sara Stanich, New York City-based CFP® and owner of The Stanich Group, a Fee-only Registered Investment Adviser.

We help our clients set financial goals, build and optimize their investment portfolios, develop strategies to help reduce taxes, and save for the future. A financial plan can help you make the right financial choices to support growing families, plan for retirement, grow a small business or regroup after a divorce or other life changing event.

I began my career in the financial industry after receiving my MBA from NYU and working in corporate marketing for 12 years. Drawn to do something more entrepreneurial, I became a financial planner to combine my interest and knowledge of personal finance, aptitude for numbers and desire to help people live their best life.

As a mom of three young children (including toddler twins!), I have first-hand knowledge of the costs and challenges of raising children in New York City. I also understand that the responsibilities of parenthood can motivate you to deal with issues such as insurance, college savings and estate planning that were previously put on the back burner.

We also specialize in helping people going through the divorce process evaluate their financial options and plan for the future.

The Stanich Group, LLC is a fee-only Registered Investment Advisor based in New York. We offer Financial Planning, Investment Management, and Divorce Financial Analysis Services. Please visit our websites at www.stanichgroup.com and www.cultivatingwealth.com.

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Recently Published

Five Estate Planning Documents Every Parent Should Have

August 9, 2016

By Shannon P. McNulty, Esq. If you have young children, protecting them from dangerous situations is at the top of your list of priorities. You child-proof your home – putting locks on cabinets and drawers, installing guards on windows, and securing furniture to the wall. You teach your child safety measures as they get older, […]

The post Five Estate Planning Documents Every Parent Should Have appeared first on Cultivating Wealth with Sara Stanich.

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Looking for a Weekend Home? Ask These Questions First

August 2, 2016

“Should I buy a weekend place *outside* the city?” is a question I get all the time. Many couples (and singletons!) find that buying in Manhattan or Brooklyn is financially out of reach, but a place in the Catskills, the Jersey Shore, or the North Fork is comparatively affordable. It happens to be a topic […]

The post Looking for a Weekend Home? Ask These Questions First appeared first on Cultivating Wealth with Sara Stanich.

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Your Taxes and Foreign Financial Assets

July 12, 2016

By Mark A. Josephson, Esq., CPA, CFP, CFE, CGMA (Note from Sara: New York is an international city and several people have asked what they are supposed to be doing with accounts they have either left behind overseas or inherited. I do not prepare tax returns, so I’ve asked Mark to step in and point […]

The post Your Taxes and Foreign Financial Assets appeared first on Cultivating Wealth with Sara Stanich.

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Ideal Clients

  • Business Executives
  • Divorcees
  • Generation X
  • Women

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $1,000 – $5,000
  • AUM: 1.00%

 

SEC Records

States Registered

  • New York

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