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Laying the Groundwork
for Your Wealth to Sprout

So You Can Craft a Life of Moments to Cherish

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. 


How
We Help


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
process work?


Introductory Call

A 15-minute phone call will give us both a chance to meet each other and make sure your situation matches our expertise.

Financial Review

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.

Analysis

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.

Implement

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.

Retirement Ready 360

Are you confident that your current plan is getting you where you want to go? Are you looking for a plan that is more holistic and specifically tailored to meet your unique circumstances and visions of success? We understand that to help people reach their goals, it takes more than cookie cutter solutions.

That’s why we take the time to come to know you well. So, if you’re looking for a fresh perspective, or second opinion, take the first step. Our complimentary, no cost, no-obligation review makes it easy.

Request a Review

Schedule a Meeting