Sound Financial Planning is a financial planning firm that provides advice to individuals and high net-worth individuals. Sound Financial Planning does not manage investment accounts or hold authority over client assets. The firm offers financial planning services on a project basis or through ongoing engagements. They may recommend third-party professionals but do not receive compensation from them.
Fee Structure
Sound Financial Planning charges a monthly fee of $200-$400 for ongoing financial planning. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are paid after the service is provided and may be negotiable.
Sound Financial Planning offers project-based financial planning for a fixed fee between $2,500 and $5,000, or an hourly rate of $250. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable, and a portion of the fee may be collected in advance.