How We Work
How do you make financial decisions? Who do you talk to? What is their 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 financial related questions, decision points and considerations for consumers to consider. In the age of hyper personalization in the attention economy, it feels like there are an endless list of options, services, apps and products seeking your attention that are not personalized at all. From student loans to long term care. Open enrollment options, career choices and job opportunites. Getting married, moving, buying a home, having children and changing jobs or careers can be stressful. Decisions can be overwelming and get fairly complicated quickly. With certain decisions having massive 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, clearity, 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 survey's to further inform our initial meeting.
