Our Wealth Management Process

Sonnenfeld Financial begins each new client opportunity with a unique five step consultative process. 

  1. Discovery Meeting
  2. Investment Plan Meeting
  3. Mutual Commitment
  4. 45-Day Follow-up Meeting
  5. Regular Progress Meetings

Our process allows us to develop a personal relationship with you and those you love.  With your values and goals in mind, we tailor a comprehensive plan to help you achieve your dreams.



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