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
- 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)
Show Notes
- 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/