Ooh, I’ve been looking forward to publishing this post for awhile. I’m excited to share some news…I’m excited about what this moment (a year in the making) signifies for the road ahead. I am writing to share a few small, subtle shifts that will impact how I serve you. But first, some context… As I’ve [...]
Are You Making the Changes Growth Requires?
I started my business – Sterling Investment Management, Inc. – in 1995. The company’s focus today is very different than what it was when I initially launched the firm. Four years into it, I realized that managing money wasn’t my calling. Instead, my gift and purpose (and passion) was to help people demystify how the [...]





