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Does My Portfolio Fit Me?

Harmonizing your money with your life.

Contact

Primary Office

Phone: (360) 336-6527
Fax: (360) 336-6528

Office Hours:

Monday-Thursday 8:30-5:00

Office Address

1111 Cleveland Avenue, Suite 101
Mt. Vernon, Washington
98273 United States


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Secondary Office

Phone: (360) 378-3022
Fax: (360) 378-3023

Office Hours:

Monday-Thursday 8:30-5:00

Office Address

650 Mullis St., Suite 101
PO BOX 1610, Friday Harbor, Washington
98250 United States
 


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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.

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