Investment strategies designed
to support your financial goals.
Investment Planning & Management
What do you want to accomplish?
We always begin with that question. Your answer informs how we apply our investing framework to develop your financial plan.
A Rules-Based Approach
Our tested and tried rules-based approach to investing consistently earns steady, long-term profit and avoid large losses for our clients.
Avoid Large Losses
We seek to avoid investment losses that ruin your chances of reaching your financial goals.
Invest In Winners
We look for profitable companies doing good work with a rising stock price, that doesn’t earn revenue in ways that harm people or the environment.
Manage Your Emotions
We use data to determine when to buy or sell, not emotions which are always unplanned.
Test Everything
All of our investment models are tested over many years of data. Testing doesn’t guarantee the future, but it does give us confidence in our models’ potential risks and outcomes.
Fit the Risk
Your investment strategy should fit you! Only when you feel good about your strategy will you stick with it in the good times and bad.
Ready for an active approach to investing?
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.
"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.
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.
