Planning Process & Timeline
Navigating Your Money & Career with Sound Financial Planning
The Sonar Wealth financial planning process is designed to help you gain clarity, set meaningful goals, and create a roadmap to achieve them. Over the first 3 to 6 months, and approximately 5 to 6 structured meetings, we’ll work together to understand your current situation, explore your options, and develop a personalized plan. Then we will shift into monthly accountability sessions to stay on track and make adjustments when necessary. Here’s what the general process looks like:
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A quick introductory session to discuss your goals, answer your questions, and determine if we’re a good fit to work together. This meeting sets the tone for how we’ll collaborate and helps me create a custom outline for your planning needs. Click Here to book the Intro Meeting.
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If we decide to move forward and work together, I will send you a link to make your first payment and sign the service agreement. My flat fee is $417/month, and I require an initial commitment of 1 year of services. 12 monthly payments cover the cost of your initial financial plan, and the beginning of our ongoing monthly coaching & accountability sessions.
After the first year, if ongoing support is not needed or desired, you can cancel at any time with a written request and 30 days of notice (an email works fine for this).
Click here for more information about services and pricing.
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An in-depth conversation to explore your financial life, career aspirations, and unique challenges. This is where we uncover the details that matter most, from current finances to future dreams.
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A hands-on session to bring structure to your financial life. We’ll gather and organize key documents, identify gaps, and create a foundation for actionable planning. This ensures no detail is overlooked.
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A collaborative deep dive into your financial situation. Using tools and strategies, we’ll evaluate your options, weigh potential paths forward, and craft a plan tailored to your goals. This is where possibilities turn into practical steps.
*Additional Planning Sessions may be added if needed.
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Presentation of your personalized financial plan, emphasizing your top 2–3 planning priorities. We’ll focus on actionable steps you can implement right away, and provide an outline of action items for secondary planning priorities.
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Once the initial financial plan is established, members benefit from monthly, 1-on-1 accountability meetings to review progress, make adjustments, and maintain their plans as life changes.
Additionally, members can reach out anytime via email or phone call for quick support, with responses guaranteed within 24-48 hours.