LIMITED FINANCIAL PLANNING ENGAGEMENTS
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.
Making better financial decisions around equity compensation and deferred compensation requires understanding how they work, the concentration risk, and the taxes involved.
LIMITED FINANCIAL PLANNING
Financial Planning & Limited Investing
Limited one-time financial planning usually covers 1-3 topics, and limited investment advice. Sona Wealth can cover topics ranging from investments to tax planning.
ONE-TIME ESTATE PLANNING
Because not every client needs a full-service attorney, we have partnered with EP Navigator to provide do-it-yourself clients with simple estate planning needs the ability to have a lawyer-reviewed online estate plan.