We understand that everyone
has a unique story
& we want to help you write yours.
Our name means "the realization that everyone has a story."
At Sonder, we understand that all of our clients have their own unique story, that is constantly evolving. We work with each of our clients on their journey. Together, we create a step-by-step plan for achieving those goals. Along the way, we'll be your accountability partner to get you to your desired destination.
We believe in a world where:
to talk about money with friends and family
not the industry jargon
Our meetings take place over coffee
not over a large mahogany desk
Get a financial game plan
built around your lifestyle.
We want you to keep your lifestyle, but don't compromise on your future. We work with you to create a plan that keeps what is important to you (Uber, GrubHub, Sunday Fun-day's,) while making sure everything else is covered.
Our financial representatives work with you understand where you are currently at, where you want to be and help you connect the dots on everything else.
You can only get so far with Google and Robo-Advisers. Our process is to have the best of both worlds, bringing together tax-smart technology and our personalized guidance to help you every step of the way.
We ask about you
What are you saving for? Maybe you're buying a home, paying for college, saving for retirement, or building an emergency fund.
No matter your goal, we'll work with you to find the best course of action.
We build you a plan
Once we know a bit more about you and your goals, we'll build you a personalized path that takes in account your risk level and investment mix that suits you.
We help you decide next steps for your money
We'll recommend different approaches that will help you get to you closer to your goal.
No matter the path your choose, we'll keep you up-to-date on how you're tracking to help you reach your goal in the time frame you want.
We use technology to track & review your money
Here is where our technology partners get to work. We have award-winning technology to make your life easier while helping you obtain your goals.
Our technology gives you a completely transparent view into your money moves and all of the other important information you may need.
Frequently Asked Questions
How much will this cost?
What are the fees?
While we love financial professionals who charge a fee for their meetings, we feel that for the majority of the clients we serve, having to pay anywhere from $3,000 to $5,000 for a financial plan would be a barrier to our clients from getting the advice they need.
Instead, we’re only compensated if you decide to work with us & implement some of our recommendations. If we do any investment work together, we partner with portfolio managers to provide clients investment advisory services. We receive a portion** of the fee you pay for the management of your portfolio – nothing else, ever.
As fiduciaries, regardless of the portfolio manager you choose, we will always walk through the fees upfront.
If we put in place insurance products, our compensation comes in the form of commissions paid to us directly from the insurance companies whose products you choose. Our recommendations for specific companies, products, or professionals are based on the trust we have in them & in our experience in using them for our own personal planning.
**Investment Advisory Services offered exclusively through Investment Advisor Representatives of HTK. For complete information on services provided and associated costs, please refer to the applicable Form Adv or Form CRS.
Join Our Seminar Series
Our team is passionate in educating and enhancing your financial knowledge through interactive seminars. We offer virtual seminars, in-house seminars and off-campus seminars that cover several trending financial topics.
Some of our previous seminar topics included:
Mindful Money | Money & Margaritas | Donuts & Dollars | COVID-19 & Your Retirement
You can request one of our seminars by filling out the below information
We work with our clients to help answer their questions while educating them on their finances. You can easily type your questions into Google and try to do all of this by yourself - but you will get frustrated, you might make mistakes that will have ripple effects into other areas in your life and - we know what we are doing.
If you have a question and do not see it here, please reach out to us.
We offer a complimentary 15 minute phone call to get the conversation started and answer any of your questions.