Sara Stanich, CFP®, CDFA Cultivating Wealth

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.

Contact this advisor

Recently Published

We’re Not Ready, But It’s Happening Anyway

May 23, 2020

We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the […]

The post We’re Not Ready, But It’s Happening Anyway appeared first on Cultivating Wealth.

Read the full post →

Quarantine Finance Webinar – What To Do Now

April 29, 2020

UPDATE – VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008 recession. This is a developing situation and […]

The post Quarantine Finance Webinar – What To Do Now appeared first on Cultivating Wealth.

Read the full post →

Estate Planning in the Face of COVID-19

April 22, 2020

Guest Post by Shannon P. McNulty, Esq.  As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues that are arising during this pandemic which may be relevant to you. Healthcare Proxies As […]

The post Estate Planning in the Face of COVID-19 appeared first on Cultivating Wealth.

Read the full post →

Visit the blog →

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

Loading...