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With Sonmore

Learn more about who we work with and the 3-step financial planning process that you can expect as a client. 

How Can We Help?

FINANCIAL PLANNING EXPERTS

Who We Work With

Aged 50+

We work best with retirement investors over age 50 who are retired or want to make "work optional" in the next 7-10 years.

$500k+

We do our best work with diligent savers over age 50 who have accumulated a retirement nest egg of $500k+.
(EXCLUDING real estate)

Cohesive Planning

We are a full-service wealth management firm best suited for people who want to delegate all of their retirement planning and investment management to us.

How We Work With Our Clients

Step 1
Purposeful Listening
As fiduciary financial advisors, we can’t do anything until we understand as much as possible about you: your priorities, your goals, your resources, your feelings about money and investing, and even your hopes and dreams. That’s why everything at Sonmore Financial starts with us listening to you. We’ll ask questions, and then we’ll listen intently as you tell us what we need to know in order to provide premier financial and wealth management service, tailored to your specific needs.

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Step 1
Step 2
Clear Communication
The best information in the world isn’t helpful if it isn’t presented in a way that you understand. At Sonmore Financial, we believe you are entitled to clear communication in non-technical terms that you understand. We will never implement any course of action on your behalf until you have all the information you need, provided in terms that make sense to you.
Step 2
Step 3
Consistent Follow-Up
Your financial plan is not a “set-it-and-forget-it” matter. After all, markets change, economic trends change, tax and estate laws change, and most important of all, your life changes. What was vital yesterday may be less important tomorrow. That’s why, at Sonmore Financial, our process includes regularly scheduled follow-ups, allowing us to ensure that our efforts for you are still aligned with what is most important in your life.
Step 3
LET'S GET STARTED

Step 1: Schedule Your
20-Minute Phone Call

Step 1: Schedule Your 20-Minute Phone Call

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Contact us and let us know what's on your mind and how we can help! We welcome the opportunity to learn more about you and your family and share how Sonmore Financial can add value to your financial confidence.

You can also always call or reach out to us via email.
As Featured In
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