Our Process

Understanding your needs

Together we will clarify your specific vision, values, priorities and goals.

Our conversation will expand to include questions about your financial life and as appropriate, your investment experience. With a deeper understanding of your needs, we can begin our work on your plan. We will help you manage your assets every step of the way.

Financial planning is much broader than just your investments; it’s about leading the life you want. Want to buy that second house in the mountains or send your kids to a university? Let’s craft a plan to get you and your family there. At Sterling Wealth Services, we don’t create one-and-done financial plans that collect dust on a shelf. Instead, it becomes an active blueprint that keeps you on track and leads you to where you want to go. In order to craft a blueprint as unique as you and your family’s needs, I like to follow a 3-step process:

After scheduling your no obligation 30-minute consultation and we decide it’s a good fit, we’ll conduct a holistic review of your current financial situation. Based on my review, I will quantify all the information you share to develop measurable goals.

Everything will be mapped out clearly to illustrate how you’ll get from where you are now to where you want to go. During this step, we’ll also determine if there is an opportunity to actively invest in your assets and what options may work best based on your risk tolerance.

Your financial plan is never final. I’ll work alongside you to update your plan throughout the years as your life changes. New job? Baby on the way? Experiencing health changes? Your plan will grow with you and your family’s needs and will be reflective of your life changes.

Our mission is to light a path and be a guide on the journey to financial wellbeing and peace of mind - one appointment, one conversation, one client at a time.

We look forward to meeting with you.
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