We help bring you
PEACE OF MIND
At Sonoma Wealth Advisors,
we pride ourselves on helping our clients reach their financial goals. We know investors these days face a myriad of challenges, that's why we offer guidance through listening, coaching, and supporting you as you navigate your financial future. We are here to help you stay prepared for any twists and turns that life may throw your way.
Our team is dedicated to helping you with all areas of your financial life. We work with you to coordinate every aspect of your finances into a comprehensive, evolving plan built around the things you care about most.
How does the
A 15-minute phone call will give us both a chance to meet each other and make sure your situation matches our expertise.
In this one-hour in-person or virtual meeting, we will take a deep dive into your financial needs, goals, and concerns. Our team will gather extensive financial information to complete our analysis. Please have your recent investment account statements, two years of tax returns, and your real estate mortgage information.
This is where we do our work. We take all the information you shared with us in the first meeting, we review a basic plan, your taxes, and your current investments. Then, we will prepare our assessment for our findings and suggestions at the next meeting.
Findings and Suggestions
After we complete our analysis, we will walk you through any findings and suggestions for helping you achieve your financial goals, address concerns raised in the first meeting, and lay out a path for moving forward.
Think About It
We don’t believe in heavy sales tactics. After we have had a chance to present our findings and suggestions, take a day or two to consider if moving forward with us will provide value for you and your family.
We are honored to work with you. This is where our team of experts gets to work. Prior to implementation, we will review the plan with you in detail.