Broker Check

Our Process


At Sterling Wealth Strategies, our mission is to design an integrated plan that emphasizes security and sustained growth. We will meet with you to understand your current economic situation, your aspirations, and your goals.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Depending on your needs or circumstances, our steps may include:

Determining your current financial situation- Together, we will look at any past experience you may have with investing, as well as where you hope to be in the future.

Developing your goals- Every situation is unique, which is why it’s important to establish your personal and financial goals.

Identifying alternative courses of action- We pride ourselves in thinking outside of the box and developing strategies that are aligned with each client’s situation. We don’t fit you into a cookie-cutter mold; we create a plan for you.

Evaluating risk, life situation, personal values, and current economic factors- One of the benefits of working with us is that we act as your macro manager. Beyond handling your financial strategies, we can turn to other service professionals, such as CPAs and attorneys, to address your entire financial picture.

Creating and implementing your financial action plan- Congratulations! You are the proud owner of a new financial plan. We work hard as a team to get to this step.

Ongoing review and revisions to the financial plan- Not only do we create a customized plan for you, but we also monitor that plan and adjust to any life changes when necessary.