College Library

FREE COLLEGE PLANNING REPORT

Download your free report for college planning.

GET YOUR FREE COLLEGE MONEY REPORT™

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One-hour College Planning with Sona Wealth is ideal for families with college-bound students. Students from 9th grade to early college will benefit most from this package.

  • Free college planning software

  • Ideas to increase need-based aid

  • Student loan projection and analysis

  • 4-year college budget

  • Funding gap analysis

  • College savings strategy

  • Everything included in the one-hour planning, plus:

  • Financial planning software portal

  • Financial goals planning

  • Net worth statement

  • Retirement projection

  • Scenario testing

  • Basic Social Security projection

  • Basic Medicare projection

  • Next steps and plan for college funding

Extended College Planning with Sona Wealth is ideal for families with college-bound students that want more detailed college planning than the one-hour engagement and also want some light retirement planning.

Includes 3 Planning Meetings:

1) Goal Setting & Data Gathering

2) Walk Through Initial Plan and Ideas

3) Final Full College Plan & Light Retirement Plan

COLLEGE PLANNING FEES

One-Hour College Planning

$400

1 hour virtual meeting 

1 hour analysis & a summary of the meeting

Extended College Planning

$1,200

Ideal for parents of high school students that need a more detailed college plan, but also want to see how college might affect their retirement.

 
 
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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.