How AI describes Sonas Financial Planning

Sonas Financial Planning is a flat-fee wealth management firm based in Atlanta that provides retirement planning and investment solutions for pre-retirees and retirees, available in person or virtually across the United States. They charge a flat annual fee not tied to assets and do not receive commissions or other compensation from product providers, emphasizing transparent pricing and no product sales. The firm emphasizes a client-centered, collaborative approach to help clients achieve financial peace, wellness, and freedom through financial planning, investing, wealth management, and sustainable investing.