What to Expect
Your First 30 Days with Sterwyn Financial
Letting someone into your financial world is a big decision. We’ve made the process simple, transparent, and designed to give you peace of mind — from the first conversation through monthly support.
Step-by-Step Timeline:
Step 1: Free Consultation
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Short 15–30 minute phone or Zoom call to discuss your goals, stress points, and how we can help. No pressure — just clarity.
Step 2: Discovery & Agreement
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You’ll complete a secure Discovery Form and review a clear Service Agreement. We’ll outline what’s included and set up your communication preferences.
Step 3: Onboarding
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We organize your billers, gather logins (securely), and create a custom calendar of tasks. You’ll get a Welcome Summary with everything in one place.
Step 4: First Month of Support
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We begin services like bill pay, subscription tracking, and financial organization — and send you a month-end report.
Step 5: Ongoing Peace of Mind
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You get regular updates, alerts, and reports. We adapt with you as life evolves — scaling up or down as needed.
Common Questions:
Q: Do I need to give you passwords?
A: Only if needed — and we store all access securely with encrypted tools.
Q: Can you work with my attorney or CPA?
A: Absolutely. We often collaborate with professionals to ensure everything runs smoothly.
Q: Can you help my parents if I’m out of state?
A: Yes. We support families remotely across the U.S. with fully virtual DMM services.
Q: How do you protect my information?
A: We follow strict confidentiality standards, use secure systems, and are fully insured.