One hallmark of the Sound Money Group experience is walking together through our financial planning and wealth management process. We developed and consistently use this comprehensive approach because we believe it has served our clients well over the years. The approach has four phases:
- Discover. During Discovery, we get to know you, your family and what is important to you. We discuss specific goals and values—goals and values which become the foundation for your financial plan.
- Identify. In this phase we begin to identify areas of need and opportunities. First we create a thorough analysis of your financial situation. Then we create a customized and tailored plan that is a comprehensive, precise fit for your unique situation.
- Implement. During Implementation, we act on the plan recommendations and strategies. Naturally along the way, we provide any assistance and guidance needed to carry out the processes.
- Evaluate. Our process would not be complete without a systematic process to evaluate and review your progress to pursuing your financial goals.
