Mukilteo Financial Planner

How to start

Are you interested in working with Sound Investment Strategies? For potential clients who need Investment Advice and/or Financial Planning we use the following 5 step process:

  1. Contact Jim, Steve or Jed by phone, email or the comment box. Together we will explore your financial needs and discuss whether an advisory relationship will be a good fit.
  2.  We will then schedule a complimentary, face-to-face meeting to further evaluate your needs and determine just how we can help you.
  3. After we decide to work together, we will develop a contract that includes a description of the services we provide and the fees we charge.
  4. We will ask you to fill out our financial questionnaires and gather necessary documents: This information helps give us a better picture of your financial position so we can develop a more effective Financial Plan and/or Investment Proposal for you.
  5. We implement the Investment Proposal and help you to take the steps needed to implement your Financial Plan. From this point forward, we work together to monitor your ongoing needs and changing circumstances.

Contact us to get started now!