Sound Financial Solutions offers financial planning and consulting services to individuals and businesses. Financial planning includes investment, education, retirement, and estate planning. Consulting services cover investments, education funding, account re-balancing, asset allocation, debt management, tax planning, credit reports, childcare, insurance, risk assessment, and budgeting. Recommendations are based on your goals and financial information. You can accept or reject recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Sound Financial Solutions offers financial planning and consulting services for a fixed fee or hourly rate:
- Financial planning services (investment, education, retirement, and estate planning): $1,500 to $20,000 annually, depending on complexity.
- Consulting services (investments, education funding, account re-balancing, asset allocation, debt management, tax planning, credit reports, childcare, insurance, risk assessment, and budgeting): $250 per hour.
One-Time Plan:$1,500 - $20,000
Hourly Rate:$250/hr
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