ONE-TIME & SUBSCRIPTION FINANCIAL PLANNING
(The stand-alone full plan offering will be phased out Q1 2023)
We focus on process, not products, for the value and results you deserve.
Learn more about how we can help you with our one-time financial planning package.
By creating and implementing a financial plan that aligns your goals with your financial resources, you can feel more confident about achieving them.
One-Time Financial Planning with Sona Wealth is ideal for those who want clarity around their financial journey, but prefer to keep assets on their current platform.
Personalized balance sheet and cash flow statement
Investingand cash flow education
Estate planning analysis
Goal setting for the future
OUR PLANNING PROCESS
Cash Flow & Debt Management
Tax Planning & Investing
Investing & Risk Management
ONE-TIME FULL FINANCIAL PLAN FEES
(Over 12 consecutive months)
(Beginning 10/1/22 the 12-consecutive-month program will no longer be offered. Full plans will be completed in 3-6 months.)
(Stand-alone full plans will be phased out Q1 2023)
Minimum $5,000 (max $20,000)
Usually Between $5,000 – $9,000
One-time fee, depending on complexity of your finances
Subscription available for 80% of one-time price
Ideal for individuals nearing retirement that may need a second opinion to ensure their investments and financial plan stay on track for their future