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'Helping Southern Arizona Families Navigate Life’s Financial Transitions
Trusted support through moves, estates, and major life changes — easing stress and keeping details in view.
Welcome to Sterwyn Financial

At Sterwyn Financial We Help:
  • Seniors & Families Downsizing – organizing finances, bills, and paperwork during major moves.

  • Executors & Fiduciaries – reducing stress by keeping estates and documents in order.

  • Families in Probate or Divorce – providing structure and neutrality when emotions are high.

  • Busy Professionals & Snowbirds – ensuring accounts, bills, and records stay on track from anywhere.

  • Small Businesses & Families – bringing clarity and structure to day-to-day money management.

Our Specialties

Personal Financial Management and Organization:
For seniors, couples, and adult children supporting loved ones in assisted living.

Cash Flow Planning & Business Consulting:
Simple, effective systems that keep small business owners financially clear and focused.

Life Transition Support:
Guidance for relocation, retirement, divorce, or the loss of a loved one.

Our Mission

To keep you organized, confident, and financially prepared — so nothing gets missed and you can focus on what matters most.

📩 Schedule Your Free Consultation Today

Discover how Sterwyn Financial can give you peace of mind and a clear path forward.

Serving Marana, Tucson, Green Valley and Sahuarita

Results That Speak for Themselves!

Our clients rely on Sterwyn Financial for results that go beyond paperwork.


✅ 99% of client bills paid on time  
🤝 96% client retention rate  
⏱️ 10+ hours saved per client each month
🔒 100% client data secured  

🚫 $37,000 in fraud losses prevented year to date

Client Feedback

"Sterwyn Financial truly exceeded my expectations. Lane is professional, knowledgeable, and dedicated to making finances stress-free. From bill management and account organization to coordinating with trusted advisors, he brings clarity and peace of mind to every detail. I highly recommend Sterwyn Financial for anyone needing reliable "Personal Financial Management and Oversight."

CJ Harris

"I’m truly grateful for Lane and Sterwyn Financial. Their care, precision, and dedication have made all the difference in keeping my finances organized and worry-free. With Lane handling every detail, I have the confidence and peace of mind to focus on my life, knowing everything is managed with accuracy and integrity. Choosing Sterwyn Financial has been one of the best decisions for my well-being."

 

Ann Smith

"Sterwyn Financial takes the stress out of our finances. Lane handles our bills, provides clear reports, and gives us peace of mind knowing everything is managed accurately. We truly appreciate his support.".

The Robinsons

Marana - Virtual Office,

​Serving:

Tucson, Marana, Oro Valley, Catalina Vail, Sahuarita, Green Valley 85701, 85704, 85705, 85706, 85710, 85711, 85712, 85713, 85714, 85715, 85716, 85718, 85719, 85730, 85735, 85736, 85737, 85739, 85741, 85742, 85743, 85745, 85746, 85747, 85748, 85749, 85750, 85755, 85756, 85757, 85653, 85658, 85614, 85622

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QuickBooks Certification
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