Sound Financial exists to help you live a fulfilled life—and the specific way we do that is through financial planning.
We use all of the financial planning tools you would expect (investments, insurance, annuities, etc.) to help you find an unexpectedly fulfilling life. We believe that a fulfilled life is well-rounded in that it connects you with others and helps you find and live out your larger purpose. Our unique Rules Based approach provides the foundation for our investment philosophy, focusing on long-term stability instead of short-term fluctuations.