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

We are looking forward to connecting with you.  (707) 938-7414

A PROCESS THAT WORKS

 The successful financial planning experience starts with a process that works.   Following this path with you provides a clear set of outcomes in our work together.   Hundreds of Sonoma Valley residents have worked with us to co-create a financial plan to get them retired and keep them retired.   Daren Blonski and Chris Sipes have been serving the Valley for nearly a decade.  

Step 1: Choose a Fiduciary, Not a Broker

When selecting a wealth manager, it is important to know the difference between broker and fiduciary.   As one of Sonoma Valley's only fee-based financial planning firms; we stand firm in our commitment to serve your best-interest.

Broker's Sell with Suitability
A broker is an entity who arranges transactions between a buyer and a seller for a commission when the deal is executed. In many cases brokers are not obligated to place their client's interest above their own.  Most advisors who work for large brokerages are not always acting as fiduciary's to their clients; as brokerages tend to be riddled with conflicts of interest. 

 Fiduciary's Advise in 'Best Interest'
A fiduciary is someone who is bound ethically to act in the client's best interests. A fiduciary standard is a higher standard than that of the suitability standard used by most brokers. They are often designated as a Certified Financial Planner™. Learn more about the differences in this short video. Our duty of loyalty is only to you the client.

Step 2: Engage

 Let's start the conversation! Fill out your information below and I will be in touch with you shortly.  Our consultations start with a 15 minute discussion to explore our mutual fit.  

Our Information

Daren Blonski, CFP®​
​
​1051 Broadway, Suite E
Sonoma, CA 95476
707.938.7414
Full Bio

Step 3: The Financial Planning Process 

Understanding the Client's Personal and Financial Circumstances

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We begin this stage by listening to understand both the qualitative and quantitative aspects of your circumstances.   This includes understanding your unique values-footprint.  

Identifying and
​Selecting Goals
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The primary objective of this stage is to identify and select goals that align with your hopes, aspirations and values footprint.   

Developing and
​Presenting the Plan
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The primary objective of this phase is to analyze your current situation, and develop strategies for achieving your goals for the future. 

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Implementing and Monitoring to Stay on Track

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Implementation includes asset management, and monitoring your plan to make sure your staying on for your retirement. 

Experience the Difference

We love our clients! We love seeing them experience and enjoy life to its fullest. Our goal is to partner with you as a financial professional who is vested in your interests and success. We want to see you succeed! With all your financial goals, we aim to provide the expertise you need to navigate the path ahead.​

Let's Talk