We believe that the foundation of a successful financial partnership begins with making you feel welcome and valued from the very start. Our approach is designed to ensure that you are comfortable with every step of the process, and that you understand how we will work together to achieve your financial goals.
Initial Meeting
We start with an initial meeting and consultation to get to know you and your financial objectives. This first meeting is an opportunity to ensure that your goals are clear and attainable.
Consultation
Our consultative process is thorough to determine if we are a good fit for a long-term partnership, as we prioritize building relationships that stand the test of time.
Create a Holistic Plan
Together, we create a comprehensive, tailored plan designed to accomplish your specific objectives. This plan is not only customized to fit your life but is also flexible enough to adapt as your circumstances change. We believe in crafting strategies that are as dynamic as the lives of our clients.
Regular Reviews
Regular reviews—whether quarterly, semi-annual, or annual—ensure that your plan stays aligned with your goals and allows us to continue learning from each other.
Continuous Support
Our long-term relationships are built on consistent communication, availability, and a deep understanding of your evolving needs. We are available for phone calls throughout the business day, and if we’re unavailable, we make every effort to return calls the same day.
At Sunstone Wealth Management, you can expect a relationship built on trust, personalized attention, and a commitment to your long-term success. We are here to guide you through every stage of your financial journey, ensuring that your plan adapts as life unfolds, and always keeping your best interests at the forefront.
