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| Service | Sub Service | Average Price Range (USD) |
|---|---|---|
| Financial Planning | Personal Financial Planning |
$100 - $200
Call to Book
|
| Retirement Planning |
$200 - $300
Call to Book
|
|
| Investment Strategy Consultation |
$150 - $250
Call to Book
|
|
| Investment Management | Portfolio Management |
$200 - $400
Call to Book
|
| Risk Assessment |
$75 - $150
Call to Book
|
|
| Diversification Strategy |
$100 - $200
Call to Book
|
|
| Tax Strategies | Tax Preparation Services |
$200 - $300
Call to Book
|
| Tax Planning Consultation |
$100 - $200
Call to Book
|
|
| Tax Efficiency Strategies |
$150 - $250
Call to Book
|
|
| Medicare Planning | Medicare Enrollment Assistance |
$75 - $150
Call to Book
|
| Coverage Options Consultation |
$100 - $200
Call to Book
|
|
| Annual Review of Medicare Plans |
$50 - $100
Call to Book
|
|
| Client Education | Workshops and Seminars |
$30 - $75
Call to Book
|
| One-on-One Financial Coaching |
$100 - $150
Call to Book
|
|
| QBRs |
Quarterly business reviews
Call to Book
|
|
| Financial Planning | Retirement Planning |
$100 - $200
Call to Book
|
| Investment Strategies |
$50 - $150
Call to Book
|
|
| Personal Financial Consultation |
$75 - $125
Call to Book
|
|
| Tax Strategies | Tax Preparation |
$200 - $400
Call to Book
|
| Tax Planning |
$150 - $300
Call to Book
|
|
| Tax Consultation |
$100 - $200
Call to Book
|
|
| Medicare Strategies | Medicare Enrollment Assistance |
$50 - $100
Call to Book
|
| Medicare Plan Comparison |
$75 - $150
Call to Book
|
|
| Medicare Cost Analysis |
$100 - $200
Call to Book
|
|
| Investment Management | Portfolio Review |
$100 - $200
Call to Book
|
| Asset Allocation Strategy |
$150 - $300
Call to Book
|
|
| Ongoing Investment Monitoring |
$200 - $400
Call to Book
|
|
| Client Support | Quarterly Business Reviews |
$50 - $100
Call to Book
|
| Financial Review Meetings |
$75 - $125
Call to Book
|
|
| Question and Answer Sessions |
$30 - $60
Call to Book
|
Sonmore Financial Customer Feedback Summary Sonmore Financial is our trusted advisor. Matt, Joe, & the Sonmore team are just fantastic. They genuinely care about us and always have the heart of a teacher. We recommend them to family and friends without hesitation. Our family is blessed to have them as a partner as we plan our financial future. -Mark T. We have been clients of Sonmore Financial nearly 9 years. Matt and his staff have always been amazing, responsive, and detailed. I found Matt through the Dave Ramsey website, knowing that he was vetted and had the heart of a teacher – that has proved to be absolutely correct. I highly recommend Sonmore for your financial needs. -Anonymous Matt Benson and his team at Sonmore Financial have brought us much relief over the years. They guided us through all the ups and downs that life has thrown our way. Matt always seems to have the right answer in regards to our financial futures. We are very grateful and lucky to have him in our corner! -Chad J. Matt and his Sonmore Financial Team members have been taking care of our financial planning needs for about 5 years, including the last 2 since we’ve retired. Working with them has been a fantastic experience. Their professionalism, friendliness, and communication skills are off the charts. Matt has great expertise in financial planning coupled with sound investment, tax & Medicare strategies. We routinely and enthusiastically recommend their services to friends & family!!! -Y.B. We’ve been working with Matt since before he started Sonmore Financial, and our experience has been nothing short of exceptional. I cannot say enough about how wonderful he is. Matt truly has the heart of a teacher—every time we discuss a financial plan or investment, I learn so much. He educates us so we feel comfortable with our decisions. Every step of the way, Matt has always been patient.
 
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