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.
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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.
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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.
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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.
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