Sondey Advisory GroupFamily Guidance & Strategy
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Client Onboarding

Welcome to Sondey Advisory Group

We’re honored you’ve chosen Sondey Advisory Group.

This onboarding process helps us better understand your family’s situation before your Strategy Session.

Everything you share is confidential.

Begin Onboarding

Approximately 15–20 minutes

  • Encrypted & confidential
  • Progress saved automatically

What to expect

Five steps, completed in order. You may return at any time and pick up where you left off.

  1. Step 1: Family Assessment

    A guided questionnaire about your situation and goals.

  2. Step 2: Client Agreement

    Review and sign our Client Services Agreement.

  3. Step 3: Payment

    Secure checkout for your $500 one-time Family Strategy Session.

  4. Step 4: Schedule Session

    Choose the 75-minute time that works for your family.

  5. Step 5: Receive Confirmation

    Your welcome packet and preparation guidance.

Clarity

We help you understand the full picture before decisions are made under pressure.

Confidence

A personalized action plan built around your family, not a template.

Direction

Practical next steps you can begin the same week as your session.