Planning your financial journey can raise questions—and we’ve got answers. Sound Financial’s FAQ page offers clear insights to help you understand your options. With over two decades of expertise and New York Life’s support, we’re committed to empowering you with the knowledge to achieve your dreams.
With Sound Financial, you get a tailored financial strategy designed to meet your specific goals. Whether it’s retiring comfortably, optimizing your investments, or launching a new venture, our experienced team provides the insights and connections to turn your vision into results.
A financial plan is your shield and guide for life’s financial journey. It goes beyond investments to include taxes, property, benefits, and dreams. At Sound Financial, we model and stress-test your plan against negative influences, like market dips or unexpected setbacks, ensuring it holds strong. With your advisors, we craft smart, resilient strategies to keep you on track.
Have you got financial dreams? A financial planner is key to making them reality. Sound Financial builds plans that stand firm under pressure—market crashes, life surprises, or other setbacks—through rigorous stress testing. We’re here to guide you every step of the way.
Our first meeting, about an hour long, is your chance to connect with the Sound Financial team and see how we can help. We’ll review your financial situation. Bringing any financial statements will be a big help. Then we discuss your goals. We might need extra documents to craft a plan that’s stress-tested to handle setbacks like market volatility or unforeseen expenses. If you opt for fee-based planning, we’ll provide a fee quote. Once we’re ready to move forward, we’ll set a follow-up to go over your personalized financial plan, answer questions, and give you space to decide.
We expect you to share your goals candidly and update us yearly as they change. At Sound Financial, your willingness to provide clear information and stay engaged regularly ensures we can tailor a plan that reflects your family’s priorities. Your commitment to these open conversations drives our success together.
We get it—financial discussions aren’t everyone’s favorite. At Sound Financial, we’re happy to work primarily with the spouse who’s more engaged, relying on your open communication about shared goals. To keep everyone aligned, we suggest both spouses attend a meeting every other year to ensure your family’s plan reflects your joint vision.
At Sound Financial, we tailor our services to your goals, offering either fee-based or commission-based options depending on your assets. Our complimentary first meeting introduces you to our process, helping you decide which path best fits your family’s financial needs.