350 N Orleans St,
Your empathic guide. Enlightening and empowering you to make better financial decisions.
Financial Planning, Financial Coaching, Investments, Insurance
Current Clients - please click below to access links to update your information, financial plans, and investments.
Are you ready to reclaim your financial wellness? Do you need extra support along this journey? Click below to get started - we can't wait to meet you!
“Plans are nothing; planning is everything.”
Dwight D. Eisenhower
"A good plan executed today is better than a perfect plan executed at some indefinite point in the future." George Patton Jr.
How do you make financial decisions? Who helps you understand your options, potential and purpose? Sterling Edge Financial was founded to help you make more informed financial decisions. There are thousands of financially related questions, decision points and considerations for humans to consider. There is an endless list of options and products seeking your attention with a limited or a self-serving understanding of who you really are, and what you are seeking to accomplish.
We know you are overwhelmed or tired of flashy finance entertainment/TV, meme stocks and TikTok videos that lack relative meaning. You are tired of mass generalized advice found by scrolling the internet for hours. We know you are concerned about how major life choices, decisions and options will impact you and your family today and 5 years from now. You are seeking a team to help you make sense of your life and financial options today and tomorrow.
Sterling Edge Financial is here to be a guide. We seek to create and maintain a space for our clients to talk about life, finances, purpose and potential. Life is complicated, unique and ever changing. Who we are, what we want today, and what is possible tomorrow can be difficult to see and navigate. Our process is designed to help you find and pursue the best courses of action for you; with the humility and understanding that things will change. Sterling Edge Financial is here to serve our clients by reducing and taking on the burden of evaluating an ever changing landscape with and for our clients. We work with you to find and understand your priorities. We empower you to take next step that best serves you on your life journey.
The value in financial advice comes as the result of ongoing qualified discussions, conversations and thoughts about our financial priorities, values, opportunities and limitations. To drive those conversations and support hyper personal engagement with our clients, we have a series of online platforms to help us gather the detailed information required. We keep that information updated and generate ongoing written advice along with visually compelling progress reports.
Click below to access our blog posts, videos, and updates/observations from Sterling Edge Financial.
We create strategies, education and experiences that are tailored to your needs and goals.
Financial Planner & Wealth Management Advisor
Financial Planning Support and Admin