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Sterling Financial Planning

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Sterling Financial Planning

Overview:

While “the numbers” are important and an essential part of the solution, Sterling Financial Planning also embraces a more holistic method to financial planning known as Financial Life Planning. We approach you and your money a little differently.

Financial Life Planning is a financially effective and personally rewarding means to creating a viable, long-term financial plan. We model our process on the multi-step EVOKE method developed by the Kinder Institute of Life Planning.

In order to understand how to plan your finances, we need to understand where you want to go. We do this through a thoughtful discovery process where we ask financial and “non-financial” questions. To develop your financial “next steps,” we need to understand what you value and want in life.

We then can focus on “the numbers” or your finances within the context of your overall life goals. The goal is to manage your money to complement and support your dreams.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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