Developing Innovative Financial Strategies

GOAL-BASED INVESTING

Our firm uses a unique investment approach to offer you more than just the traditional money management approach. The goal is to go beyond traditional financial management to "financial wellness". We first start with setting your goals. By discovering what these goals are, together we can work with you every step of the way to achieve your dreams and desires while always keeping in mind the context of your means. Goals such as:

Retirement
College Planning
Starting a Business

OUR PROCESS

Our process is one that keeps your goals at center stage. We want to know where you want to go in life and how we can manage the risks that can hamper your progress. To achieve this we take 5 steps to assure your future.

Discover
Assess
Evaluate Options
Implement
Manage Change

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OUR SERVICES

Comprehensive Financial Planning:

Each customer, after going through our process, is given a financial plan that is built uniquely for their goals and the risks that they might face. Our services include...

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RETIREMENT PLANNING CASE STUDIES

(Note: These case studies are hypothetical, do not involve a Sunstone Financial client, and should not be construed as a guarantee.)

Clients

Financial Planning Checklist

How does your financial plan compare

Just like you get a physical each year, it’s also good practice to review the state of your money’s health. In that spirit, we’ve created a financial checklist to help you gain and maintain control of your financial life

Work Optional

Case Study 1

John and Lisa don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely...

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Retired

Case Study 2

Dave devoted 40 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Rose

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