With a new year comes new challenges, opportunities and goals. Join us for a short webinar on the Find Your Edge, Financial Planning Process. 

What to expect

Learn how Sterling Edge Financial creates unique value, experiences and engagements to support client outcomes.  

Learn what to expect from the financial planning process

Learn great questions to think about and discuss with your family to further inform and understand your desired outcomes, goals and financial fears.

Those that attend will receive access to the Sterling Edge Financial Community, online resources and events and a 30 minute consultation.  

Receive access to a secure online financial planning platform and free resources to get financially organized for 2021.