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

I’d Like to Give More to Charity; How Do I Get Started?

October 30, 2022

When I transitioned from fundraising in the nonprofit sector to financial planning, I was interested in how giving back can be part of a household’s financial plan. Many of us

The post I’d Like to Give More to Charity; How Do I Get Started? appeared first on Cultivating Wealth.

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Are You Working Remote in a Different State? Do You Know the Tax Implications?

August 3, 2022

It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for

The post Are You Working Remote in a Different State? Do You Know the Tax Implications? appeared first on Cultivating Wealth.

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Graphs and Geekery

May 13, 2022

I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier

The post Graphs and Geekery appeared first on Cultivating Wealth.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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