Sonoma Wealth Management
When you choose Meyers Financial, you can be confident that you will receive the
personalized and effective financial solutions that you require at this time. Our
Sonoma wealth management team is focused on your unique financial circumstances. During your
initial consultation, we will discuss your immediate and long-term financial needs, concerns,
goals, and objectives. Additionally, we will identify your property, debts,
and expenses. Once we have scrutinized the aforementioned information,
we will provide you with personalized schedules and reports that may help
you more accurately evaluate your options.
We will help you take into consideration all short-term and long-term consequences.
We will evaluate the reports, address any concerns you may have, and make
revisions accordingly. Our team will provide information and advice in
order to help you make the most prudent, sound, and informed decisions
possible. We would be proud to work with you, your attorneys, and your
advisors as needed. At Meyers Financial, we know that financial planning
doesn’t end once we’ve made recommendations for you. As such,
we will constantly monitor your plan in order to ensure you are on track
every step of the way.