PURPOSEFUL PLANNING

Whatever the purpose of your wealth, our disciplined discovery and investment process will tailor your portfolio to match your goals, values, risk tolerance, and income needs.

​

Learn more about our services.

COLLEGE

One-Hour or Extended Planning

Helping families with high-school-age kids plan for their future. We'll help you discover the best financial path to pay for college.

See fee structures

ONGOING

Financial Planning & Investing

Comprehensive and ongoing financial planning for your long-term future. Sona Wealth will cover all aspects of your financial picture from investments to tax planning.

See fee structures

ONE-TIME & RETAINER

Financial Planning

One-time financial plan to assess where you are now, and where you should be headed. We'll help you create a plan for your future.

See fee structures

Start Planning For Your Future.