Taxes, estate planning, small business accounting and divorce financing: Tanya Sterling of Sterling Financial can steer you through many of life’s challenges.

Taxes, estate planning, small business accounting and divorce financing: Tanya Sterling of Sterling Financial can steer you through many of life’s challenges.

Holistic financial planning?

Your challenges are interconnected, so this financial advisor’s solutions are multi-faceted

Tanya Sterling is here to help.

Her business may be called Sterling Financial, but her problem-solving skills reach far beyond money matters.

Swamped by your business paperwork? Call Sterling. Overwhelmed by Executor responsibilities in the midst of grief? Call Sterling. Wondering whether it’s wise to lend money to your adult children? Come by and talk it through.

“Throughout the year my clients come to visit with all sorts of scenarios, and we work through them together. We can evaluate options and what-if solutions based on each person’s needs, then we can add my formal education and years of experience with other clients,” Sterling says.

It’s about balance. Sterling is a Chartered Professional Accountant and also a Certified Life Coach, as well as a Financial Divorce Specialist who specializes in Collaborative Conflict & Resolution. She considers the fine print and the big picture when problem-solving.

The Taxman Cometh

Around tax time Sterling often meets new clients who shuffle through the door and sheepishly say, “I have a few years of taxes that need doing…” or, “I have this problem…”

When you’ve got a looming life challenge it’s easy to feel like you’re all alone, but Sterling can help provide a clear direction. Don’t focus on the fact that you’ve been neglecting your finances – focus on the fact that you’re finally taking steps to address them and make a plan.

“There’s no judgement here!” she says. “Usually clients come to me because something’s happened, or is about to – they got a letter from the Canada Revenue Agency, they’re looking to work less, or they’re facing some other challenge or goal. We plan through it together.”

Visiting Sterling Financial is like having an experienced race car driver take the wheel when things are spinning out. Sterling will get things under control, explain what’s going and — as you’re ready — slowly get you back in the driver’s seat and onto cruise control. She’ll help lay out the roadmap to success, listing all the information and documents you’ll need to tackle both the current issue and possible speed bumps down the road. Depending on what’s needed and where clients are off track, that might mean coaching on how to get organized, or getting things started by organizing documents for them. It also means navigating the blind corners of financial institutions and agencies.

“There are tricks to how the Canada Revenue Agency and other agencies work, what they’re likely to do, and how to explain things in a way they’ll accept,” Sterling says, “They’re looking for something specific. We know what they’re looking for, what words to use, and what documents they want to see.”

Continuing support

At your typical drop-in tax shop you may get help with your current issue, but with Sterling Financial you’ll get holistic support that goes beyond fiscal matters, and follow-up to tackle any hurdles down the road.

“It’s definitely a long-term relationship, like a driver and co-pilot, alongside when needed,” Sterling says.

That applies to business accounts as well as personal finances. If you’re wondering what forms to give your employees at tax time, need help organizing accounts, or just want to get a grip on what’s going on, Sterling Financial can help.

Call 250-857-1857, email info@sterlingfinancial.ca, or visit 101-860 View St. to start the conversation, and take the first step towards getting control!

Financetaxes

Just Posted

Willow, a kitten belonging to a Victoria family, was rescued by firefighters on Thursday after she got stuck in a basement drain pipe. (City of Victoria/Twitter)
Victoria kitten stuck in basement drain pipe rescued by firefighters

Willow the cat on the mend, owner feeling ‘enormous gratitude’

(Black Press Media file photo)
Blue-green algae bloom confirmed in Elk Lake, water-based activities not recommended

Blue-green algae can be lethal to dogs, cause health issues for humans

Victoria police arrested a man Jan. 15 after he rammed his minivan into an occupied police vehicle. (Black Press Media file photo)
Victoria man arrested for ramming minivan into occupied police vehicle

Man caught after fleeing, crashing into cement retaining wall

Mayor Rob Martin and Costa Canna president Phil Floucault cut the ribbon on Colwood’s first cannabis retail store. (Jane Skrypnek/News Staff)
Cowichan Tribes’ Costa Canna cannabis store opens in Colwood

Cowichan Tribes has one-year deal to grow, sell cannabis

Cindy Foggit plays the lead role of Eliza in Passion and Performance’s film production Eliza: An Adaption of a Christmas Carol. (Courtesy of Rachel Paish)
Victoria adult dance studio releases modern adaption of A Christmas Carol

Instead of usual stage performance, dance studio turns to film

Keith the curious kitten is seen on Nov. 4, 2020 at the Chilliwack SPCA. Friday, Jan. 22, 2021 is Answer Your Cat’s Questions Day. (Jenna Hauck/ Chilliwack Progress file)
Unofficial holidays: Here’s what people are celebrating for the week of Jan. 17 to 23

Answer Your Cat’s Questions Day, Pie Day and International Sweatpants Day are all coming up this week

(Phil McLachlan - Capital News)
‘Targeted’ shooting in Coquitlam leaves woman in hospital

The woman suffered non-life threatening injuries in what police believe to be a targeted shooting Saturday morning

JaHyung Lee, “Canada’s oldest senior” at 110 years old, received his first dose of the COVID-19 vaccine on Thursday, Jan. 14, 2021. He lives at Amenida Seniors Community in Newton. (Submitted photo: Amenida Seniors Community)
A unique-looking deer has been visiting a Nanoose Bay property with its mother. (Frieda Van der Ree photo)
A deer with 3 ears? Unique animal routinely visits B.C. property

Experts say interesting look may be result of an injury rather than an odd birth defect

Terry David Mulligan. (Submitted photo)
Podcast: Interview with longtime actor/broadcaster and B.C. resident Terry David Mulligan

Podcast: Talk includes TDM’s RCMP career, radio, TV, wine, Janis Joplin and much more

Seasonal influenza vaccine is administered starting each fall in B.C. and around the world. (Langley Advance Times)
After 30,000 tests, influenza virtually nowhere to be found in B.C.

COVID-19 precautions have eliminated seasonal infection

Lilly and Poppy, two cats owned by Kalmar Cat Hotel ownder Donna Goodenough, both have cerebellAr hypoplasia, a genetic neurological condition that affects their ability to control their muscles and bones. Photo by Alistair Taylor – Campbell River Mirror
VIDEO: Wobbly Cats a riot of flailing legs and paws but bundles of love and joy to their owner

Woman urges others to not fear adopting cats with disabilities

Chief public health officer Dr. Theresa Tam provides an update on the COVID-19 pandemic in Ottawa on Friday, Jan. 8, 2021. THE CANADIAN PRESS/Sean Kilpatrick
Canada’s top doctor says to avoid non-essential travel as B.C. explores legal options

Premier John Horgan says he is seeking legal advice on whether it can limit interprovincial travel

Martin Luther King Jr. addresses the crowd during the march on Washington, D.C., in August of 1963. Courtesy photo
Government reinforces importance of anti-racism act on Black Shirt Day

B.C. Ministers say education “a powerful tool” in the fight for equity and equality

Most Read