Our Process

The Sound Financial Planning, Inc. process is based on five distinct stages that focus on Financial Life Planning.

Explore: Establish and define client-planner relationship
Engage: Gather client data
Envision: Establish goals
Enlighten: Analyze and evaluate the client’s financial situation. Develop, present, and implement the financial plan
Empower: Update and monitor progress of the financial plan

Each of these stages is broken down into a series of meetings and processes that aid us in better serving you.

The Sound Financial Planning Process

All written content is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. Sound Financial Planning Inc. is a Registered Investment Advisor with the Washington State Securities Division. Information presented on this site is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any information posted on this or any linked web-site. Nothing on this web-site should imply that past results are an indication of future performance. Opinions expressed are those of Sound Financial Planning, Inc.

Our Process

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