About Encompass Financial Planning
At Encompass Financial Planning, we provide client-first, holistic financial plans that
empower you to reach your financial goals and live the life you want. Our practice is founded on family, with Sarah and Josh Soria being the foundation of who we are. Sarah and Josh have an unparalleled ability to connect with clients on a personal level, seeing beyond just your number of assets. Whether we’re offering tailored wealth management solutions to retirees, healthcare workers, small business owners, or women, we make our firm the place to go when seeking guidance that is personalized, compassionate, and all-encompassing
Our Values
Core values are critically important to us as an organization, and they serve as the grounding principles for everything we do for you. We believe a firm moral compass is what keeps us on the path to serving our community and clients at the highest standards.
- Always placing our client’s needs first.
- Empowering clients to make confident decisions through shared knowledge and sound
advice. - Serving our community members' unique needs with a comprehensive plan, personalized to them.
- Establishing trust through the relationships we build and maintain over time.
- Providing a holistic, client-centered plan, not just product recommendations
