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Our Mission

Take your finances to the next level  

  • What makes Sterling Edge Financial different, is our ability to improve our clients' decision-making process.


  • We offer experiences, conversations and ideas tailored to our clients.  We see products and services as easily accessible commodities we can review and get to after your financial plan is complete. 


  • We believe in building, maintaining and updating efficient and customized financial decision making processes for our clients.


  • We believe financial success, freedom and flexibility is built on developing, executing and maintaining specific financial habits, behaviors and processes to meet specific goals.


  • We see an opportunity to create immediate and ongoing value for our clients as they navigate and evaluate thousands of financial decision points, options, strategies and tools.


  • The financial industry is primary dominated by firms who distribute products and want to manage your money.  This is great for consumers as it drives competition and options.  Unfortunately one of the side affects is the disconnect between what consumers need and what they are provided.  We know clients need advice first.  They need a plan a strategy and an understanding of the financial behaviors required to accomplish their goals.  The tools and products are secondary to the advice.  

 


Our primary goal is to provide a space and relationship for constructive conversations about your financial and life goals.   

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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