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Retire With Confidence & Clarity

Transparent, Conflict-Of-Interest-Free Pricing. 

No Commissions. No Revenue Sharing.

One-time full financial plan costs vary with complexity and range from $4,500-$20,000; most fall under the Build or Retire packages  described below. 

There is NO separate  financial planning fee for ongoing investment management clients. Our Assets Under Management (AUM) fee is all-in-one.

"We really appreciate the holistic approach, looking at our entire financial picture, not just the accounts Sona directly manages."*
Jennifer C


One-Time Financial Planning
3-Month Engagement

Best for working families (like mine!) looking for an expert to help them make the most of what they have to meet short and long-term goals.

Includes all the following:


One-Time Financial Planning
3-Month Engagement

There are no do-overs in retirement! The Retire package is best for those nearing or in retirement who want clarity and confidence around their retirement decisions. 

Includes everything included with Build and:

Professional Management

Ongoing Financial Planning & Investment Management

Best for those who see the value of ongoing proactive financial planning and investment management. There is no separate initial or ongoing financial planning fee, like with Build or Retire. The all-in-one fee is based on asset size. 

Minimum Asset Size of $400,000 -$600,000 depending on financial planning complexity. 

Investment Management at TD Ameritrade Institutional (held-away assets may apply)

First $500,000 – 1.25%

Second $500,000 – 0.70%

Over $1,000,000 – 0.40%

Everything included with Build and Retire and:
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Start Planning For Your Future.