Our Process

How do you make financial decisions?  Who do you talk to?  What is their level of training? How well do they know you? Who helps you understand your options, potential, processes and purpose?  Once you build a plan, who helps you stay accountable?  

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 people to digest.  In the age of "hyper-personalization" in an attention economy, it feels like there is an endless list of options, services, apps and products seeking your attention that are not personalized at all. Decisions can be overwhelming and get fairly complicated very quickly. Some examples include: navigating student loan repayment, reviewing open enrollment options, getting married, moving, buying a home, having children and changing jobs. These choices can be stressful and have second and third order consequences.  

Our mission is to be the place you go for meaningful, empathic, human conversations about your life and finances - a place you can talk about your money and gain prospective, clarity, processes, ideas and questions to further inform your next decision.  Once a first step or course of action has been decided, we help you execute your plan and ensure you are accountable for the work required to progress.   

Below are several surveys and evaluations that will help us get a better idea who you are, how you think, feel and act. What is important to you? What is motvating you to find a financial guide or financial advice?  For prospective clients, please complete one more more of the surveys to further inform our initial meeting.