Become a Client
To get started on your financial journey with Sound Financial Planning Inc., please download the following client forms and follow the instructions listed below to submit them to our company via email at info@soundfinancialplanning.net. For couples each partner should complete the Financial Satisfaction Survey and Life Transitions Survey.
Instructions to Download and Submit Forms
Step 1: Please download the interactive PDF files here by clicking on each file and saving to your computer.
Simple Financial Statement (PDF)
Financial Satisfaction Survey (PDF)
Step 2: Once the document is downloaded, please type out the answers to the questions that we have listed on the forms. If you prefer to hand write your answers please print the forms and fill in your information.
Step 3: Once you have completed all the forms, please submit them to our office. If you have typed your answers, you can save each file to your computer and email the saved forms to info@soundfinancialplanning.net. If you have handwritten your answers, you may fax the forms to our company at (360) 336-6528.
