Sara Stanich, CFP®, CDFA Cultivating Wealth

About Sara Stanich, CFP®, CDFA, CEPA

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

What Happens to Debt in Divorce?

December 3, 2021

If you are in the process of getting divorced, you know that you’ll need to come to an agreement with your spouse on how to separate yourselves financially. Debt may

The post What Happens to Debt in Divorce? appeared first on Cultivating Wealth.

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Interview: Medicare Expense Planning

November 27, 2021

If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your

The post Interview: Medicare Expense Planning appeared first on Cultivating Wealth.

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Divorce Property Division

November 12, 2021

If you are in the process of getting a divorce, you’ll need to come to an agreement with your spouse on how to separate yourselves financially. You may be asking

The post Divorce Property Division appeared first on Cultivating Wealth.

Read the full post →

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Ideal Clients

  • Business Executives
  • Divorced
  • 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

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