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The Sterling 3-D Process

Our team of experienced advisors has developed and refined The Sterling 3-D Process to help you achieve the financial goals and work-optional lifestyle that you’ve been working toward.

Discover – In order to help you plan for the future, we need to know about the past. The Discovery process helps us understand every facet of your financial life, and the goals and dreams that drive you.

Design – After in-depth conversations about your goals, and extensive research into your financial life, we use advanced technology to carefully craft a plan to help you meet your lifestyle, retirement, investment and legacy goals.

Deploy – Once we have custom-tailored a plan for achieving your goals, it is important to put that plan into action. From account management and investment services, to collaborating with your tax and estate planning attorneys, our team is with you every step of the way to help ensure your plan is a success. Regular meetings help make sure that you stay on-track, and allow us to make changes to the plan as changes in your life, or in the world around us, dictate.

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