|
Sojourn Financial is a full service fee-based financial planning and wealth management firm. Our mission is to partner with our clients to create, implement and manage a successful financial life plan based on their goals, values and dreams. This philosophy is grounded in our core principles of independence, expertise and service.
|
|
Sojourn’s Principle, Jeff Reddick, is a Certified Financial Planner Professional with over eight years experience in the financial services industry. Additionally, our wide range of strategic partners allows us to consult with the best, most experienced professionals for our client’s situations.
|
|
We work for you. Our independence gives us the freedom to be objective. Our clients expect unbiased advice and that is exactly what we deliver. We have access to a wide array of solutions from some of the best investment and risk management firms in the world. We have the ability to use any or all of these firms to serve the needs of our clients.
|
|
Sojourn Financial was built from the ground up around serving our clients. We are striving to be the most transparent, client focused firm possible. We educate and inform our clients every step of the way. We look at our clients as partners. People who will share with us the trust and commitment it takes to have a successful financial life.
|
|
