Download the Sterling e-Treasury Secure Browser
Download the Sterling e-Treasury Token Client
Download the Sterling e-Treasury Secure Browser
Download the Sterling e-Treasury Token Client
Consumer Loan Offer Scam Alert:
Please note that Sterling National Bank does not offer consumer loans through online marketplaces. Beware of loan offers on social media or online ads, scammers are impersonating employees of legitimate loan companies and banks. Learn More
Joseph Geis, Program Manager for Wealth Management
You’ve built your business into a profitable operation. You provide for your family, take care of your employees, and have a clear vision for future growth. But what are you doing to manage your personal finances so they align with your long-term plans? Ask yourself these 11 questions to determine whether a structured wealth management plan could work for you.
Business owners often struggle with the competing priorities of their work and personal lives, quickly realizing the day-to-day operations of the company consume most of their attention. A wealth manager can help you build a financial plan to bridge that gap by exploring your unique financial needs with questions like these:
>What three words or concepts define your vision for tomorrow?
>What are the three things you’re doing to stay true to your unique value proposition?
>List three ways you manage your personal and business finances?
>Name three ways your family is impacted by your business decisions?
>Do you have an exit plan for retirement? Who can run the business as passionately and efficiently as you?
>Did you pay too much in taxes last year?
>Do you have a plan to protect your assets from the transfer tax system?
>When is the last time you drew a salary for yourself?
>What would happen if you suddenly couldn’t work? How would that impact your household income?
>Describe three things you do to relieve the stress of running your business?
>What keeps you up at night?