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 CultivatingWealth.com and PowerOverDivorce.com.

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Recently Published

Aging Parents? Here’s What You Need to Know About Their Finances

November 13, 2019

One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used to, and when you do, they aren’t as sharp, or physically active. Maybe you do see them often and the day-to-day changes are more difficult […]

The post Aging Parents? Here’s What You Need to Know About Their Finances appeared first on Cultivating Wealth.

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6 Common 401(k) Myths, Debunked

November 6, 2019

If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical company or a 403(b) if you’re in the nonprofit […]

The post 6 Common 401(k) Myths, Debunked appeared first on Cultivating Wealth.

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What Divorced Parents Need to Know About Financial Aid

October 30, 2019

When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren’t intuitive. In this post I will cover the most frequent situations I encounter. I will also include tips to help you use the rules to your benefit and save money on the […]

The post What Divorced Parents Need to Know About Financial Aid appeared first on Cultivating Wealth.

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Ideal Clients

  • Business Executives
  • Divorce
  • Gen X
  • Women's Finance

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,000 – $10,000
  • AUM: 1.00%

 

SEC Records

States Registered

  • New York

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