What We Do
Sonnenberg Financial Solutions is committed to providing personalized financial planning that is focused on your unique needs and goals. Our holistic approach ensures that you receive comprehensive advice and guidance on every aspect of your personal finance. Trust us to help you plan for your future.
Financial Planning
We believe in providing our clients with personalized financial solutions that will set them up for long-term success. We take the time to understand your unique needs and goals, then create customized plans that take into account every aspect of your financial situation. With our experience and guidance, you can feel confident in your financial future.
Insurance Planning
Don't leave your family's security to chance. At SFS, we specialize in helping individuals and families navigate life insurance and long-term care insurance. An important part of maintaining financial security is having protection for the unexpected, like accidents or premature death. We work with you to find the right coverage at the right price. Take the first step towards financial independence and schedule a consultation.
Investment Management
Investing your hard-earned money can be daunting and trying to learn it all on your own can be information overload. At SFS we do the research for you. With our active management, our goal is to help you grow your wealth and achieve financial security. We take a thoughtful and disciplined approach to investing by focusing on building a diversified portfolio that is tailored to your unique needs and goals.
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How We Work
01
Initial Phone Call
Our first meeting will be a free 15-30 minute phone call where we get to know each other. We won't ask for any financial statements or personal information during this call. It is about gaining an understanding of your situation and if we both find each other a good fit.
02
Information Gathering Meeting
If we both decide to go forward with another meeting, this is when you will send us your financial statements and other related information. We will send you a checklist of information we'll need to start organizing a plan. We will do a deeper dive on what areas you need help in, what services we can provide, and an estimate on pricing.
Pricing
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One-Time Financial Plan (renewed annually): $900-$1300 dependent on services needed
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Financial Planning + Investment Management:
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Investing over $250,000 with SFS: 1.1% of assets managed. Planning fee waived
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Investing less than $250,000 with SFS: Planning fee + 1.1% assets managed
Fee structure can be adjusted based on individual circumstances​​​
03
Follow Up & Implementation Meeting
Following the second meeting and collection of payment, we will present and review your financial plan, and begin to implement it. As a client, you can expect regular reviews where we'll discuss any updates or changes to your financial plan to ensure you're on track for success. We are also always available for questions or concerns that arise throughout the year. We believe in taking a holistic approach to financial planning, which is why we also focus on reviewing your beneficiaries, estate plan, and risk management needs on an ongoing basis.