Financial Planning at Sound Financial Strategies Group
At Sound Financial, our Financial Planning Solutions help you gain clarity and confidence with a customized plan for your life and wealth. Whether you need a one-time comprehensive financial plan or ongoing wealth management, we provide professional guidance to organize your finances, reduce stress, and achieve long-term goals. From retirement planning to estate strategies, we create plans that work for today and grow with your future.
Comprehensive Financial Plan
A one-time, in-depth financial plan that helps you gain clarity and direction. Ideal if you are experiencing a significant season of life change, such as marriage, divorce, the birth of a child, receiving an inheritance, retirement, disability, or the death of a spouse, or if you have never gone through a financial planning process before.
Every client’s story is unique, which is why we’ve developed planning solutions that adapt to your stage of life and level of complexity. Whether you need a one-time roadmap or ongoing, in-depth support, we have resources designed to meet you where you are.
What’s included:
- Full review of income, expenses, assets, and liabilities
- Debt management and budgeting guidance
- Retirement and education funding strategies
- Insurance needs analysis
- A printed plan with actionable next steps
Best for: Individuals or families seeking a complete, one-time roadmap for financial confidence.
Advanced Quarterly Financial Plan
A structured, ongoing plan that evolves with your life and wealth. This service is designed for high-net-worth professionals, including business owners, executives, and individuals with financial assets over $1 million or a household income of $200,000 or more. The Advanced Quarterly Financial Plan delivers proactive quarterly strategies to manage complex financial needs and keep you on track toward long-term goals.
What’s included (quarterly focus areas):
- Q1: Cash flow review, income statement, balance sheet
- Q2: Insurance and risk assessment; investment portfolio alignment; business valuation & exit strategies
- Q3: Estate planning updates with your legal team
- Q4: Tax planning review and collaboration with your CPA
Best for: Clients who want proactive, year-round financial management and professional coordination.
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No matter where you are in your financial journey, we’re here to help you take the next step with confidence.
We want to share the very same financial planning principles, best practices, and processes we use with our clients — based on years of practical experience and (and academic research) — with you.
No matter which approach fits your needs today, our team is here to help you take action and move forward with confidence. If you’re not ready to dive in yet, you can still begin by exploring our free educational tools.
Ready to Take Action?
Schedule a meeting or download your free financial planning guide to get started.