Sterling Financial Planning, operated by Cynthia Gail Sterling, provides financial advice on areas like cash flow, education funding, and retirement planning. They offer a three-step ongoing service that includes identifying financial concerns, developing a financial roadmap, and assisting with implementation. Hourly engagements are also available in select circumstances. Clients retain full discretion over all implementation decisions.
Fee Structure
Sterling Financial Planning offers an ongoing service with a three-step process. New clients pay a one-time start-up fee: $3,000 for single clients and $4,000 for couples. They also pay a fixed monthly fee: $450-$800 for single clients and $650-$1,000 for couples, depending on complexity. The monthly fees start after the client receives the plan and are paid in advance. This service includes ongoing office work, phone and email contact, interaction with other advisors, and a financial plan check-up.
- Hourly engagements are available at $300 per hour with a two-hour minimum ($600).