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Our Process

At Sterner Financial, we focus on building long-term relationships based on trust, knowledge, and commitment. We believe that effective wealth management is an ongoing process of helping our clients accumulate, protect, and distribute assets over the course of a lifetime.

Our process is simple, yet thorough.

We talk with you, never at you. We want to get to know you and listen to the goals you envision for your financial future. After evaluating your current situation and the planning you’ve already done, our team will show you the possibilities unique to your situation.

Our goal is to help you create a plan that has a high probability of a successful outcome. Because life changes, and so do your needs, we will revisit your plan regularly to evaluate results and make necessary adjustments. We take pride in making life easier for you through exceptional service and clear communication.

Designing Your Financial Plan

Designing and implementing a personalized financial plan simplifies your life and gives you peace of mind about being prepared for the future. Successful planning includes many different elements, and we draw on our years of expertise to help you stay on track.

Planning Elements