Our Firm

Focussed on your success

Sound Financial NW is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.  Our firm is completely independent, so our loyalty belongs exclusively to our clients--not to a parent company.

Independent*

Our independence enables us to establish working relationships with a number of industry-leading financial firms and insurance providers whose products we leverage to create customized client portfolios.  We recommend only those products and services that can be tailored to suit our clients' unique needs.

Financial Security

My goal as a financial professional is to help you plan for financial security.  Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road map to reach your goals and make wise decisions to help improve your financial situation.

Process

The process I follow in completing a total financial strategy consists of :

Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance:

Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future: and

Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.