Sterling Edge Financial
- Sterling Edge Financial is premier provider of financial advice, guidance and decision making strategies. We give our clients a process to make better financial decisions. We do this by delivering transformational financial planning experiences that are empowering, enlightening and empathizing with our clients financial life and goals.
Our Philosophy, Mindset and Professional Perspective
- What makes Sterling Edge Financial different, is our ability to improve our clients' decision-making process.
- We believe in building, maintaining and updating efficient and customized financial decision making processes for our clients.
- We believe financial success, freedom and flexibility is built on developing, executing and maintaining specific financial habits, behaviors and processes to meet specific goals.
- We see an opportunity to create immediate and ongoing value for our clients as they navigate and evaluate thousands of financial decision points, options, strategies and tools.
Who we serve
- We serve individuals, families and business owners who value their time and have an appreciation for professional advice.
- Medical professionals (dentists, doctors, nurses, physician assistants) with student loan debt
- The millionaire next door and the people who want to be the millionaire next door.
- The emerging professional who wants to make the most of their earnings.
- The retired client looking for help with their smart phone and a good book recommendation.
- The small business owner
Why we exist
- We believe clients have limited time and resources to contribute to their purpose in life. Our mission is to help create value for our clients finances and lives in order to give them more time and resources to put toward their purpose in life. The financial services industry is full of firms that put product first. They are built around the distribution of products and other financial commodities. They are built to sell products or manage your money. They lack the means, focus, flexibility, incentives, people and structure to serve your purpose first.
What clients can expect from Sterling Edge Financial
- Objective Advice - we will help you make better decisions and avoid emotionally driven decisions.
- Proactive Perspective - we will provide personalized financial recommendations, services and experiences to help you prepare for planned and unplanned changes and opportunities.
- Education and Empathy - we provide dynamic conversations and specific knowledge to help you make more informed decisions with the necessary resources to facilitate your decisions.
- Accountability - we will help you follow through on your commitments. Providing reviews and courses of action to make progress in your financial life.
- Organization - we will help put all the pieces together. Cash flows, investment, insurance, tax strategies and other items specific to your financial life.
- A sounding board for ideas, education and introductions to professional who can help you fulfill your purpose and life goals.