Work With Us
Sterwyn Financial is a trusted partner for professionals who need consistent, discreet, and reliable daily money management support for their clients.
Whether you're a fiduciary managing a complex estate, an attorney overseeing a divorce settlement, or a CPA supporting aging clients with paperwork overwhelm — we’re here to help you deliver clarity, organization, and results.
How We Help Your Clients
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Bill Pay & Oversight Timely payments, subscription audits, late fee prevention
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Document Readiness Organize financial records for court, tax prep, or compliance reviews
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Client Advocacy We catch red flags, track details, and communicate with families and advisors
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Transition Support Divorce, aging-in-place, relocation, or post-loss financial clarity
How We Work With You
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Scope of work tailored to your needs
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Monthly summaries or shared reports
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Respect for confidentiality and client authority
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Direct communication with your team — no chasing updates
We act as your eyes and ears on the ground, so you can focus on strategic oversight.
Refer a Client or Schedule a Call
Use the form below to:
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Submit a client referral
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Request a collaboration call
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Ask about capacity or case compatibility
👉 [Submit a Referral or Schedule Call]
Trusted. Professional. Results-Driven.
Sterwyn Financial is a proud member of:
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American Association of Daily Money Managers (AADMM)
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Arizona Fiduciary Association
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International Association of Financial Coaches
We welcome the opportunity to support your team and deliver reliable service to your clients.
👉 Let’s Connect