Are you confident that your current plan is getting you where you want to go? Are you looking for a plan that is more holistic and specifically tailored to meet your unique circumstances and visions of success? We understand that to help people reach their goals, it takes more than cookie cutter solutions.

That’s why we take the time to come to know you well. So, if you’re looking for a fresh perspective, or  second opinion, take the first step. Our complimentary, no cost, no-obligation review makes it easy.

Step #1 — Introductory Call

A 15-minute phone call will give us both a chance to meet each other and make sure your situation matches our expertise. 

Step #2 — Financial Review

In this one-hour in-person or virtual meeting, we will take a deep dive into your financial needs, goals, and concerns. Our team will gather extensive financial information to complete our analysis. Please have your recent investment account statements, two years of tax returns, and your real estate mortgage information. 

Step #3 — Analysis

This is where we do our work. We take all the information you shared with us in the first meeting, we review a basic plan, your taxes, and your current investments. Then, we will prepare our assessment on our findings and suggestions at the next meeting.

Step #4 — Findings and Suggestions

After we complete our analysis, we will walk you through any findings and suggestions for helping you achieve your financial goals, address concerns raised in the first meeting, and lay out a path for moving forward.

Step #5 — Think About It

We don't believe in heavy sales tactics. After we have had a chance to present our findings and suggestions, take a day or two to consider if moving forward with us will provide value for you and your family.

Step #6 — Implement

We are honored to work with you. This is where our team of experts get to work. Prior to implementation, we will review the plan with you in detail.

Take your financial plan to the next level.

Take the next step towards reaching your financial goals; there's no cost or obligation – we're here to help!

Complete the RETIREMENT READY 360°

LOCATIONS

Sonoma, California
Santa Rosa, California
San Jose, California

 

CONTACT

707-938-7414  
info@sonomawealthadvisors.com

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Disclosure: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Daren Blonski, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab and TD Ameritrade, Member FINRA/SIPC. Advisory Services offered by Sonoma Wealth Advisors, a registered investment advisor. Sonoma Wealth Advisors is a separate unaffiliated legal entity from Charles Schwab and TD Ameritrade.