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. 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. Transitions Changing cars, jobs or houses are profound decisions that carry a long-term impact. 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.
Let us help you make informed choices and reset your financial life. Transitions Changing cars, jobs or houses are profound decisions that carry a long-term impact. 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.
Services
How should you prioritize financial decisions such as paying down debt, saving for retirement, or buying a home?. While many financial advisors focus on investments, we believe your portfolio is only one part of the picture. We will analyze your personal financial situation, help you set realistic financial goals and develop plans to achieve them.
Sara founded Cultivating Wealth in 2016 after nearly 10 years in the industry. She has extensive experience working with creative professionals, entrepreneurs, and persons in the divorce process. Nannette Kamien, MBA, CFP, CDFA is a financial planner at Cultivating Wealth. Before joining the firm, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA.
Want to learn more about financial matters, but too busy to dedicate the time? Do you have a nagging feeling that you should be taking care of financial business, but not sure what to do next? Perhaps you have accounts "all over the place" due to job changes and abandoned plans to start investing on your own?
With the first quarter of 2021 behind us, the global economy is seeing both healing and ongoing trouble. Markets continue to be optimistic, and policy makers face once in a generation questions and challenges. And of course, the pandemic race between vaccines and variants continues. Helping clients make informed decisions is part of our mission.
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