The Team
Apr 16, 2023 ·
31m 39s
In this episode, the Sonoma Wealth Advisors team discusses their approach to financial planning and investment management. The team talks about their experience working with clients and the importance of...
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In this episode, the Sonoma Wealth Advisors team discusses their approach to financial planning and investment management. The team talks about their experience working with clients and the importance of being a fiduciary. They also touch on the Dave Ramsey baby steps and how they help clients navigate the different stages of their financial journey. Chapters
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- Introduction (0:00)
- Background on the Sonoma Wealth Advisors team (1:08)
- The importance of being a fiduciary (4:23)
- The Dave Ramsey baby steps (9:25)
- Navigating the different stages of financial planning (14:40)
- Dealing with fees transparently (18:45)
- Investment management and the four buckets (20:57)
- Communicating with clients (23:45)
- Support team and working with clients at different stages (26:10)
- Conclusion (28:53)
- Sonoma Wealth Advisors: https://www.sonoma-wealth-advisors.com/
- Financial Peace University: https://www.ramseysolutions.com/ramseyplus/financial-peace-university
- Dave Ramsey: https://www.daveramsey.com/
- Entree Leadership Conference: https://www.entreeleadership.com/
- Ramsey Solutions: https://www.ramseysolutions.com/
- SmartVestor Pro: https://www.smartvestorpro.com/
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