Needs a Real Plan Life is not a single event, why should your financial plan be? Let us help you understand your financials today, make better decisions tomorrow, and gain power over your wealth for a lifetime. Real Wealth Relationships If you are going through a divorce, you must make important decisions which will impact the rest of your life. Let us help you make informed choices and reset your financial life. Shifts in Transitions Changing cars, jobs or houses are profound decisions that carry a long-term impact.
Life

About Cultivating Wealth

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Team

Our team has been helping clients take power over their wealth for over a decade. We believe in being partners to our clients, and provide straightforward advice, one real money decision at a time. We work virtually with clients nationwide.

Sara Stanich

MBA, CFP®, CDFA®, CEPA®

Sara Stanich is the founder and president of Cultivating Wealth. Her goal is to help small business owners build personal wealth often overlooked while focusing on growing their business. She resides in Montauk, New York.

Liz Sylvan

CFP®, CDFA®

Liz works collaboratively with individuals and families in the New York metro area and beyond to enable them to move confidently toward their financial and life goals.

Suzanne Highet

CFA, CFP®

Suzanne Highet is a lead financial advisor and resident investment specialist out of Portland, Oregon. She hopes to empower her clients to experience financial clarity and peace of mind.

Caroline Gaddi

Marketing Associate

Caroline Gaddi is the marketing associate and recognizes the importance of clear communication both internally and externally as a representation of a strong foundation of teamwork and dedication to clients.

Audrey Emerson

Associate Financial Planner

Audrey Emerson (she/her) is a former filmmaker turned financial advisor who loves working with creatives seeking bespoke financial solutions on the path to achieve their wildest dreams. Audrey is based in Chicago, IL and works virtually with clients across the country.

Rebecca Incledon

Associate Financial Planner

Rebecca Incledon (she/her) is an Associate Financial Advisor in Chicago, Illinois. She loves helping people use money as a tool to achieve their goals. Meet Our Team

Our Simple Process for
Cultivating Wealth

REAL LIFEReal Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.REAL MONEYReal Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.REAL PLANReal Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.Schedule Your 15-Minute Intro Call

Recent Articles

Stay Up To Date With Our Most Recent Posts
TaxesAugust 3, 2022inTaxes

Are You Working Remote in a Different State? Do You Know the Tax Implications?

It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for

byCaroline GaddiCash FlowMay 13, 2022inCash Flow

Graphs and Geekery

I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier

bySuzanne HighetTaxesApril 20, 2022inTaxes

Why Do I Owe Money on My Taxes This Year?

As this year’s tax season comes to an end, we can’t help but notice that this was a really tough year for our clients and their accountants. So many have

bySara Stanich

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