Sonas Financial Planning is a flat-fee wealth management firm based in Atlanta, Georgia that delivers personal and actionable retirement planning and investment solutions for pre-retirees and retirees in person locally and virtually throughout the country We never accept commissions or referral fees. At Sonas Financial Planning we provide fiduciary, fee-only advice to empower our clients to pursue
their life with financial peace of mind. Everyone has different goals, so it is important to have a unique plan for each client that helps take the guesswork out of managing their finances. We believe that by partnering with clients we can help them live a more meaningful and secure life. We help our clients make sure they can confidently enjoy life knowing their financial plan, investments, tax planning, and business planning are all taken care of. We will help you connect all of your advisors (CPA, Bookkeeper, Attorney, Insurance broker, Benefits broker, etc.) and get everyone working off the same playbook, simplifying your life.
