Our Services

At Sterling Edge Financial, we believe financial planning should be both empowering and accessible. That’s why we offer financial advice two ways:

A Monthly Subscription Service

Ideal for those seeking a personalized roadmap to achieve your financial dreams, whether it’s buying a home, retiring early, or leaving a legacy. Your journey may include:

• Crafting a comprehensive financial plan tailored to your unique goals and circumstances.
• Regular reviews and adjustments to stay on track as life evolves.
• Proactive guidance on investments, retirement planning, tax strategies, and more.
• Ongoing support and education to build your financial confidence.

Consultation Services

Perfect for those looking for guidance on a particular project or financial challenge. We can assist with:

• Analyzing your current financial situation and identifying areas for improvement.
• Developing a strategy for a specific goal, such as buying a home or saving for college.
• Navigating a complex financial event like a divorce or inheritance.
• Providing expert insights and recommendations on a specific financial question.

No matter where you are on your financial journey, Sterling Edge Financial is here to provide the support and expertise you need to achieve your goals.