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Our Services

Comprehensive Financial Planning

Experience the Difference


We help our clients sleep well at night by providing them with a financial plan that is concrete enough that they know what is coming next, but also flexible enough to withstand any changes in the market.

With our process, we strive to focus on your needs, goals and priorities specific to you. Through this collaboration, we will provide you with the peace of mind you need to navigate the seasons of your financial life with confidence.

Our Comprehensive Financial Planning Process


1. 

Discovery
Meeting

2. 

Foundational
Planning

After we have a better understanding of your current situation, your vision for the future and the things you care about most, we will begin the financial planning process. Teaming up with you, your tax and legal advisors, we will search for ways to address your concerns with a well thought out wealth management plan, so you are better prepared for the next years of your life.


3. 

Advanced
Planning

Focused on more than just investment returns, we guide you through the necessary steps to resolve your most pressing issues and concerns. From business succession to wealth transfer, to charitable giving and estate planning, to the passing of a loved one, we will address a variety of areas to help ensure you accomplish what is most important to you.

4. 

Monitoring
Progress

You will receive an Investment Policy Statement to guide your portfolio. We will monitor your performance and progress in coordination with your overall wealth management plan and provide insights on what adjustments need to be made. As your life progresses and circumstances change, we will be here to provide objective guidance and support, so you continue to make beneficial decisions for your future. Most importantly, we make ourselves available to review what is on your mind and discuss how we can best continue to help you stay on track.



Our comprehensive financial planning services include:


Risk management

Prepare for the unexpected with a solid coverage plan.

Retirement planning

Enjoy the fruits of your labor to the fullest extent.


Investment analysis

Discover areas of improvement with a detailed evaluation.

Cash management

Have a rhyme and reason behind every purchase you make.


Estate planning*

Secure your legacy while protecting your wishes.

College planning

Give your kids the higher education they deserve.


Tax planning*

Get organized and stay confident during filing season.

Charitable giving

Explore different ways to contribute to your community.


Business planning

Gain insight into ways you can remain successful.

Wealth transfer

Ensure your wealth ends up in the right hands.



Plan With Purpose


* Please consult your legal and/or tax advisor before implementing any decisions, as Sound Investment Management, LLC, nor any of its members, are tax professionals or attorneys.