A Process That Works

The successful financial planning experince starts with a process that works. 
Our approach begins with the wealth management formula: 
Wealth Management = Investment Consultation + Advanced Planning + Relationship Management
Following this path provides a clear set of outcomes in our client work.  

Step 1: Choose a Fiduciary, Not a Broker

When selecting a wealth manager, it is important to know the difference between broker and fiduciary. 

Broker's Sell
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.

Fiduciary's Offer 'Best Interest' Advice
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 Certified Financial Planners™ or CFP®.

Step 2: Engage

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Your Information

My Information

Daren Blonski, CFP®​

​1051 Broadway, Suite E
Sonoma, CA 95476
707.938.7414
Full Bio

Step 3: Plan & Manage Assets

Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. 

Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitoring & Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. 

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.