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
A short phone or Zoom call to learn about your needs.
Step 2: Discovery & Agreement
We gather basic details and confirm services.
Step 3: Onboarding
We organize accounts, set up systems, and get you started.
Step 4: First Month of Support
Services begin — with updates and a first month review.
Step 5: Ongoing Peace of Mind
You receive regular reports and support that adapts as life changes.
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.