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Your path to financial freedom.
Why Sonoma Mountain Financial
Wealth Building with a Purpose
Meaningful financial planning starts with your goals. My detailed approach to building your financial plan aims to bring you and your family financial independence and confidence.
Relationship Driven
My intention is to forge a partnership in which we work together to support your financial journey. I am part coach, educator, and creative problem solver.
Fee-only Fiduciary
In my advisory relationships, I act as an independent fiduciary. This means my recommendations will always be in your best interest. Any compensation I receive is based on fees paid by you as agreed on in advance.
Contact
Let’s Work Together
Get in touch so we can start working together.
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