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Financial Planning

In working with individuals and families, our team at Sunstone Wealth Strategies focuses on a holistic financial planning process. Implementing a variety of strategies, the goal is to help clients determine why they want to invest, how to manager their wealth, and to plan for the future. We work closely with clients to help them establish their goals in life (both short and long term) and evaluate and document their assets, liabilities, and current financial position. We then collaborate income planning to college planning.