Investment Planning

Simply taking the time to review your finances, decide how your money grows, what you pay for that growth, and the simplicity and ease with which you build your strategy are all important aspects of a good investment plan. Without a financial strategy in place your investments can dictate your goals, rather than your goals dictating your investments. At Sonder Financial Strategies, your personalized Investment Planning is a crucial piece of your financial strategy. Contact us today to get started.

What We Do For You

Our Investment Planning service is based on these simple facts:

• Cost-effective portfolios, let you keep more of your returns
• Personalized strategies built in-house eliminate additional costs and fees
• Diversification is a tool for creating and preserving wealth
• Focusing on the long-term, and not letting short-term diversions distract you
• Investing is about more than just making money – it’s also about efficiently helping you as you pursue your financial goals

Our Investment Planning service includes:

• Understanding your financial goals: Through an intense yet structured “Getting to Know You” process, we’ll understand what your financial goals are, and help you prioritize the most pressing short, medium, and long-term financial objectives you’d like to accomplish.
• Analyzing a point-in-time snapshot: We analyze where you are today with your financial story. Every one of us has a financial history, and together, with you as the main character, we work to rewrite the next chapters of your financial journey.
• Proposing an investment strategy: We draw-up comprehensive personalized investment strategies that guide you towards your financial objectives. This may be accomplished by building upon your existing portfolio, or proposing a new set of cost-effective, tax-efficient, age-appropriate investments that are aligned with your personal financial goals.
• Implementing the plan: Our Investment Planning approach is dynamic and constantly evolves with your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
• Watching over your investments: We monitor and review your investments, plans and strategies in light of changing investment climates.
• Consulting, advising and counseling: Our partnership with you is ongoing, which means we keep you informed and communicate with you about proposed changes and potential risks or opportunities for your investments.