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.

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Recently Published

Monthly Economic Update

March 11, 2021

Crocuses are blooming in my yard, which have always given me joy. In Maryland they would poke their brave little buds up through the snow to promise that days would get longer soon.  As faithfully as Fall returns and Winter …

The post Monthly Economic Update appeared first on Cultivating Wealth.

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February 25, 2021 Harsh Financial Truths Webinar

March 5, 2021

Sara led us through our Harsh Financial Truths About Divorce webinar. Helping clients make informed decisions is part of our mission. We are firm believers that a realistic approach to the process can prevent mistakes, save money, and most importantly, …

The post February 25, 2021 Harsh Financial Truths Webinar appeared first on Cultivating Wealth.

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Monthly Economic Update

February 10, 2021

After the first month of 2021, the groundhog saw his shadow and a new administration is still trying to pass more economic stimulus through our divided legislature. Vaccines are being administered with geographically varied degrees of efficiency and pictures of …

The post Monthly Economic Update 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%

 

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