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Chicago Office

350 N Orleans St,

Suite #9000n
Chicago, IL 60654

Our Process

Tell us about your Financial Situation and Process.

Tell us about your Financial Situation and Process.

Financial Wellness Assessment

What has your attention financially? How do you feel about your current financial standing?  The first exercise to help us better understand and listen to you.

How do you feel about your finances?
Financial Virtues & Behavior

Financial Virtues & Behavior

Financial Wellness Assessment

Financial conversations shouldn’t be confusing, intimidating, or overwhelming.  We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations.

Financial Virtues Assessment
Investment Risk Profile 

Investment Risk Profile 


Sterling Edge Financial believes in people and hyper-personalized advice.  We do not believe in using stereotypes based on client age or subjective semantics like “moderately conservative.”  Complete a risk assessment to further inform our next conversation about investing and financial planning. 

Risk Profile Assessment
Guided Conversations

Guided Conversations

Meaningful financial decisions and plans are built over time. They are possible after taking the time and making the time to understand our values, objectives, goals and how we see ourselves in our life journey.  

Schedule Initial Consultation
Financial Mindset Assessment

Financial Mindset Assessment

What has informed how you think about money?  Who do you behave around money?  What has happened in your life that has driven financial decisions, beliefs or behaviors?  Where you looking to go tomorrow?

Financial Mindset

How We Work

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 consider.  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 that involve money and finance can be overwhelming and get fairly complicated very quickly. Some examples include: retirement, long term-care, 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 massive long term 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 will 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.