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Client Experience

Feel confident and anxiety-free about your ability to thrive financially well beyond retirement with our personalized planning process
Do you want the freedom to enjoy the people, things, and experiences that are important to you today, along with security and stability down the road? Do you want a financial advisor who sees you for who you are — not just a face in the crowd or a number on a portfolio pie chart?
FIVE STEPS TO FINANCIAL FREEDOM AND PROSPERITY

Your Dream.
Your Way.

Our approach to investment management and financial planning is driven by you, and you alone. With your comprehensive wealth management plan in place, you will continue to communicate and meet with our advisors to ensure that we best serve your needs, at every turn.

01


The First Meeting

We practice proactive planning that guides our clients through the intricacies of financial wellness, both in life and business. We also act as fiduciaries and always place our clients’ interest above ours in all areas of financial planning and investment management. During our first meeting, we will spend ample time asking questions and having an authentic, one-on-one conversation to determine where you stand today, in terms of your financial picture, and where you want to go in the future.
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Gather Information and Build The Foundation

Get a careful evaluation of your personal financial goals, timeframe, and risk tolerance before we assemble a diversified portfolio that allocates investments uniquely suited to your needs and keeps your best interests in the spotlight. Our process-driven approach to rebalancing ensures that you — and your investments — are secure now and in the future.
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02

03


Present and Implement Your Financial Plan

Receive a full financial and investment plan that provides a roadmap for your current and future financial outlook. Instead of being a bystander to the process, we see our clients as collaborators and will look to you for feedback and adjustments on the plan we present. We understand that each investor is unique, deserving a financial advisor who respects and supports their individuality and who creates financial wellness plans tailored to individual needs and goals. Because of our “client-first” mentality, our investors can feel confident in their plans — both when the market is up and when it is down.
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Set Timelines and Milestones

No successful financial and investment plan can stand on its own without accountability and a realistic timeline. Together, we will develop set milestones for achieving your financial goals so you can continually feel confident and secure about your path forward. Our team will also provide you with proactive communication and documentation of every step of the process so you can track your progress and action items along the way.
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04

05


Review Progress and Results

Through every life stage and change, our team will provide thoughtful counsel and make adjustments to your portfolio so that you can focus on the aspects of your life that matter most to you. We partner with our clients by picking up the reins whenever necessary — and our professional, client-centered guidance transforms complexity into simplicity.
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You Come First

Your unique experience, goals, needs, and values matter. We pride ourselves on our relationship-based approach and our responsive client service. The fact that the majority of our business comes from referrals is a testament to our engaging, client-centered directive. The timeline above is what you can expect as a client of Sonmore Financial.

Your Unique Financial Plan

Feel Confident

Take the next step forward in your wealth management journey.
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Sonmore 2024 Tax Planning Guide for Retirement ebook cover

Free Download: 2024 Tax Planning Guide for Retirement

  • Contribute to Tax-Advantaged 401(k)s, IRAs, HSAs
  • Make Back Door Roth Conversions
  • Harvest Tax Losses