Financial Planning
Our Process
01. Get-Acquainted Call
This 30-minute call will give us a chance to explain our process, and it will give you a chance to ask questions. If we’re not a good fit for each other, we will provide you with referrals.
02. Presentation Meeting
This two- to three-hour meeting covers cash-flow maximization, tax-reduction strategies, retirement planning, an insurance review, account titling, estate planning, asset protection, investment recommendations, and more.
03. Onboarding
We make working with Sterling Wealth Advisors® easy by opening your accounts for you with proper titling, then initiating and tracking your transfers. We then proactively schedule review meetings with you to discuss your progress toward achieving your goals as well as time-sensitive financial strategies.