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