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OUR PROCESS

1.

Meet the Team

You’ll meet the Sterling Financial Management Team where we’ll get to know one another. You’ll also learn about our Wealth Management Process. We’ll discuss what your specific needs and goals are for your financial future.

2.

Discovery meeting

During this in-depth conversation we’ll discuss your goals and objectives in order to begin the framework for your customized plan. In addition to your goals and objectives, we will review your current assets and liabilities, cash flow, investments, insurance, etc., so that we can determine the best approach to pursuing your financial needs.

3.

Develop

This is when the construction of your customized investment portfolio gets underway. We will do our best to make this process quick and easy for you. After development, you will come back in to review our proposal.

4.

Implementation

Once you are satisfied with your customized portfolio, the Sterling Financial Management Team will implement the appropriate investments to your account.

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5.

Relationship management

You can count on us for continuous evaluation of your plan and investments, and to make appropriate changes as needed. As questions, concerns or financial issues come up, our team will provide ongoing and collaborative support to you.

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