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Does My Portfolio Fit Me?

Harmonizing your money with your life.

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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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