Business Meeting

EMPLOYEE FINANCIAL WELL-BEING

Sona Financial offers tailored programs for employees.

We have 3 different service levels
 

  • One-time education only

  • Ongoing education only

  • Ongoing education and 1:1 coaching and advice

Why choose Sona Financial as your Employee Financial Well-being?

 

  • We are experienced and credentialed

  • We can tailor our program to your needs and employee benefits

  • We are fee-only. Our only motivation is the success of your employees, not selling insurance products for the commissions

  • We are able to provide more than just education.

  • We can provide specific financial planning and investment advice

OUR SERVICES

Lunch & Learn

1 standard 45-min presentation on one topic
$600

Tailored Lunch & Learn

1 tailored 45-min presentation on one topic
$750

Half Day – Onsite

2-3 standard 45-min presentations on one topic
$1,100

Tailored Half Day – Onsite

2-3 tailored 45-min presentations on one topic
$1,430

Full Day – Onsite

5-6 standard 45-min presentations on up to two topics
$2,000

Tailored Full Day – Onsite

5-6 tailored 45-min presentations on up to two topics
$2,600

ONGOING EDUCATION

Lunch & Learn

1 standard 45-min presentation on one topic
$6,000 ($500 per month)

Tailored Lunch & Learn

1 tailored 45-min presentation on one topic
$7,200 ($600 per month)

Half Day – Onsite

2-3 standard 45-min presentations on one topic
$10,800 ($900 per month)

Tailored Half Day – Onsite

2-3 tailored 45-min presentations on one topic
$13,200 ($1,100 per month)

Full Day – Onsite

5-6 standard 45-min presentations on up to two topics 
$21,600 ($1,800 per month)

Tailored Full Day – Onsite

5-6 tailored 45-min presentations on up to two topics
$24,000 ($2,000 per month)

ONGOING EDUCATION & COACHING

1:1 Coaching, Education & Advice

  • $20 per employee, per month 

    • Minimum of $60,000 per year ($5,000 per month)

  • Tailored monthly presentations integrating employee benefits 

    • Half day for 250 employees

    • One and a half days for 750 employees

  • 1 full day onsite, or virtual, for every 500 employees for education and coaching.

  • Intraweek email responses (1 business-day email response time)

  • Employee access to robust investing, budgeting, and financial planning software

  • Proactive coordination with HR on program construction and employee engagement  

Hiking Boots

Start Planning For Your Future.

Let's Discuss Your Future.

Call us today or schedule an intro meeting with us here. 

Service Areas:

Chanhassen, MN and the greater metro area of Minneapolis

Main Office:

By appointment only

200 Southdale Center
Edina, MN 55435

Secondary Office:

By appointment only

1600 Utica Ave S

St Louis Park, MN 55416

952-222-7696

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Sona Financial, LLC (d.b.a Sona Wealth and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.