Serving Sonoma, California as independent, fee-based financial advisors, we offer comprehensive financial planning.

Our approach to working with clients is coaching focused, down-to-earth, and in your best interest. If you are looking for a local fee-based CERTIFIED FINANCIAL PLANNER™, we would love to talk to you.
We offer our clients expertise in the following areas:
  • Retirement planning
  • Managing investments
  • Selling a business
  • Establishing company retirement plans (401k's, IRA's, SEP IRA's)
  • Navigating inheritances

​Want to get in touch with us? 

Our advisors

Daren Blonski CFP®​
Principal
Chris Sipes
Senior Financial Advisor
​Read more about Daren and Chris

The Planning Process 

Understanding Your Personal and Financial Circumstances
We begin by listening to understand both the qualitative and quantitative aspects of your circumstances. This includes understanding your unique values footprint.  
Identifying and
​Selecting Your Goals
​
The primary objective of this stage is to identify and select goals that align with your hopes, aspirations and values footprint.   
Developing and
​Presenting Your Plan
​
The primary objective of this phase is to analyze your current situation, and develop strategies for achieving your goals for the future. 
Implementing  Your Plan and Monitoring Your Progress
Implementation includes asset management, and monitoring your plan to make sure your staying on track for your retirement. 

our location

Address
1051 Broadway
Sonoma, Ca 95476

Office phone
(707)-938-7414