Our Process

What makes one financial advising firm different from another is often indistinguishable. Our value is in our planning process, which takes into account that each client is different that's why we are different.

Our Process

Recognizing that Each Client is Different

So is Our Approach To A Sound Retirement

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:

  1. 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.
  2. 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.
  3. 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.
  4. Evaluate. Our process would not be complete without a systematic process to evaluate and review your progress to pursuing your financial goals.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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