Achieve Financial Freedom
Even In Uncertain Economic Times

Holistic financial planning and investment services 
for people that want to live freely and fulfilled.

Schedule an Appointment Download "Money By the Book"

✓ Demystify Your Money
✓ Get an Achievable Plan
✓ Confidently Accomplish Your Goals

Money is complicated and sometimes messy.

When retirement is on the horizon, it brings up questions you've never had to answer.

  • When am I safe to retire? 

  • How do I ensure my spouse is cared for when I'm gone?

  • How do I structure assets for my family?

  • What are the tax implications of how I choose to invest?

  • How do I ensure I don't invest in unethical companies?

Your financial resources and opportunities should bring freedom, not burden. We can help you make sense of it all.

Get advisors you can trust, not a sales team trying to sell you a product. 

We believe loving your neighbor as yourself also applies to how you do business.

A Plan to Achieve

A Plan to Achieve Freedom & Fulfillment

There is no one size fits all solution. First, we listen. Then we'll advise you on the best path forward based on what's important to you.

An Acctive Approach

An Active Approach to Investing

We actively manage your money with our rules-based approach. You deserve better than the buy-and-hold industry status quo.

Free Transparency

Fee
Transparency

Never wonder where commissions are being scraped off your earnings. As a fee-based firm, we show you exactly what you're paying for.

Financial planning can feel daunting

and frankly, not that fun. 

Most people are never taught what steps to take to reach financial freedom. Or, what questions to ask to make wise financial decisions. 

Teachers at heart, we've been teaching clients how to manage their finances wisely since 1993. In that time, we've had thousands of clients use what God has given them to live a life of freedom and generosity.

Meet Our Team

Services to help you achieve your financial goals

Sound-FSG-Retirement-Planning

A Plan to Achieve Freedom & Fulfillment

There is no one size fits all solution. First, we listen. Then we'll advise you on the best path forward based on what's important to you.

Learn our 5 Pillar model

Sound-FSG-Investment-Planning

An Active Approach to Investing

We actively manage your money with our rules-based approach. You deserve better than the buy-and-hold industry status quo.

Learn our investment philosophy

"I trust Sound with investing our savings more than I trust myself.

I know results will not always be what I wish they would be, but I truly believe that over the long haul, they will be better than they would have been if I was doing them." 
- Rusty B.

The above testimonial is for informational purposes only and is not representative of each client’s experience, which may differ. The above testimonial was made by a current client of Sound Financial. The client was not compensated in any way for their testimonial.

3 Steps to Confidently Move Toward Financial Freedom

1.

Tell us what you want to accomplish.

We will meet in our offices or over Zoom. The goal? Listen first to understand what's important to you so we can develop a plan tailored to your unique objectives.

2.

Get your personal
financial plan.

Whether you decide to work with us or not, you will leave our initial meeting with a personalized financial plan to help you achieve your goals.

3.

Follow your plan to financial freedom.

Our experienced team is here to help you each step of the way. We regularly check-in and are always a phone call away when you have questions or concerns.

Happy-Couple-Financial-Freedom

Set yourself up for success with trusted advisors and a clear path to financial freedom.

Most people are never taught how to achieve long-term financial success. At Sound Financial, we use five core principles to help you understand your money and develop a practical plan to achieve financial freedom.

God has blessed you with your financial resources and opportunities; they should not feel like a mystery or a burden. 

Our experienced team is here to listen, advise, and get in the weeds with you as you journey to a life of financial freedom and fulfillment.

Ready to get started?

Schedule an Appointment

Money By the Book

The 5 Biblical Money Principles that Work in Our Modern Economy

Download our free e-book and learn how to develop a financial plan that's God-honoring and leads to financial freedom.

Money-By-The-Book-Chris-McAlpin