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Does My Portfolio Fit Me?

Harmonizing your money with your life.

Risk Management

I want to protect my family.

How do I protect my family?

Risk management ensures that you are covered when life takes an unexpected turn. Services include review and recommendations regarding auto, homeowners, umbrella, medical, life, disability, and long-term care insurance. We also review business and professional liability coverage.

Our comprehensive approach to risk management aims to address all your questions and issues regarding insurance in your financial plan. We work with outside insurance professionals or your agent to implement our recommendations.

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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