Our approach to financial planning begins with questions. We want to understand who you are—your goals, your plans, your dreams—so that they inform the plan we craft for you. We’ll use all of the normal financial planning tools: 401(k), investments, insurance, annuities, whatever we need to use to create a plan that works for you.

A Perfect Financial Plan?

Is there such a thing as a perfect financial plan? We believe that there is … a perfect plan for you. We’ll help you to imagine what a perfect financial plan might look like for you. We’ll help you wrestle with questions like:

  • Why is a financial plan important?
  • What would a perfect plan for me look like? What would a perfect plan feel like?
  • Whose lives would be changed by this plan and how?

The perfect plan for you will most likely include a variety of financial planning tools, each applied with intentionality so they work together to move you toward your goals. We’ll guide you at each step along the way as we create your financial plan together.

Financial Freedom

Financial freedom is a term that some people throw around without thinking about the full ramifications of it. What is financial freedom? How can you achieve it?

Financial freedom means living within a plan, knowing that you are planning, managing, and moving forward financially in the way God designed you. Financial freedom isn’t about being able to do whatever you want, whenever you want. It’s about implementing strategies that give you the confidence of knowing you are living as God intended you to live—both with what you need today and with the ability to be generous to the world around you.

Imagine what financial freedom would look like for you. Imagine living within a plan that gives you confidence for both your present and your future. Imagine the impact that would have on your day-to-day life … and the lives of those around you.

At Sound, we believe that everyone can and should have an excellent financial plan that allows for ambitious contentment in our lives.

Shared Fulfillment

Financial planning doesn’t just benefit you personally. When done well, financial planning produces shared fulfillment for other people in your life—for those most important to you.

Imagine the people who are most important to you in life living with you inside your perfect financial plan. Imagine the freedom you would all have to find fulfillment in every area of life, not just financially. Imagine the love and generosity you could show to each other, with the confidence of knowing that your financial plan is solid.

Purposeful Generosity

For some people, the idea of finding fulfillment through living generously seems like a contradiction. They believe that if you’re pursuing your own fulfillment, the focus of your resources is inward, not outward. We have found the opposite to be true.

When you have a financial plan, you can live generously, helping others in ways that are the most fulfilling to you. You can respond when you are inspired to help people in your community or around the world. You can take action in ways that make the world a better place … which is exactly the kind of life God created you to live.

Living generously means realizing that we each have a purpose that is beyond ourselves—and we find that purpose best when we are giving our time, our energy, and our resources to those around us who need our help.

Don’t wait any longer. Schedule your conversation today!