Financial Planning Services

A Forward-Planning Approach.

At Sterling Edge Financial, we believe that proactive planning allows us to look forward instead of backward. We’ll help you anticipate needs and plan for them accordingly, so you can be empowered and ready. Here’s what sets our financial planning services apart:

• Your Needs First: We’re fiduciaries, which means we prioritize your best interests. We don’t focus on products, we focus on strategy. We create a plan tailored to your unique goals and dreams.
• Beyond Investments: Financial planning goes way beyond stocks and bonds. It’s about big life decisions, like buying a home, taking care of loved ones, or saving for retirement. We’ll help you navigate them all with confidence.
• Active Guidance: We don’t just give advice – we listen, ask questions, and empower you with knowledge. You’ll gain valuable insights and understand the “why” behind your financial decisions.

With our subscription, you get:

• Ongoing Advice: Get expert guidance whenever you need it, big or small.
• Educational Events: Deepen your financial knowledge with workshops and seminars.
• Accountability Partner: We’ll help you stay on track and motivated with reminders and progress checks.

Here’s a glimpse of what your plan might include:

• Personal Finance Dashboard: Track your progress easily with a secure online tool.
• Cash Flow Planning: Understand your income and expenses to make informed choices.
• Insurance and Benefits Review: Ensure you have the right coverage for your needs.
• Investment Strategy: Grow your wealth with a plan aligned with your goals.
• Tax Tips: Work with your tax advisor to minimize your tax burden.
• Estate Planning Guidance: Protect your loved ones for the future.
• Regular Coaching: Schedule meetings to discuss your progress and adjust your plan as needed.