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 human complexities of money show up in their lives everyday.
Whether managing money for others or helping them discover how to be better stewards and manage it for themselves (or be better educated clients if working with an advisor), I was always clear about one thing: I never wanted employees. I wanted to be a successful, multi-million dollar company of one. Continue Reading »