At times like these, we all need a plan...

Current economic conditions have caused concern about whether we’re making the right financial choices to support our growing families, educate our children, plan for retirement, grow our small business or regroup after a divorce or other life changing event. Although we can‘t do anything about the world economy, we can control how we handle our finances; and the best approach starts with a plan.

I’m Sara Stanich, New York City based CFP® and independent financial adviser. I work with individuals, couples and business owners to help them develop customized financial plans, choose suitable investments, develop strategies to help reduce taxes, and put more away. I customize all of my services to suit your individual situation and have no incentives to recommend specific investments, companies or products. My clients have confidence knowing that they’re planning ahead to help ensure a bright financial future.

Feel free to explore this website to learn more about how I can help, or if you’d like to schedule a consultation, call me at 212-635-0633 or click here to contact me electronically.

Sara Stanich, CFP^®, CDFA™
Certified Financial Planner™