Start Here: A Simple Path to Working
With Sound Investment Strategies
If you’re looking for clarity, organization, and a disciplined investment approach, this page will show you exactly how we partner together.
In this short video, Jed introduces himself and explains how Sound Investment Strategies helps clients bring clarity and confidence to their financial lives
Who We Serve
We work with individuals and families who want a clear financial plan, a disciplined investment approach, and ongoing guidance they can trust. Many of our clients are busy professionals, dual-income families, or people navigating financial complexity—income, college planning, taxes, charitable giving, and retirement all moving at once.
What We Believe
We believe your financial plan should be clear, organized, and actionable. Your investment strategy should be consistent—not reactive. And your advisor should always put your interests first.
For many clients, charitable giving is more than a tax strategy—it’s an extension of their values. We help integrate giving into your plan in a way that supports both generosity and long‑term financial success.
Working with Sound Investment Strategies
Our 5-Step Process
Step 1 – Initial Contact
Reach out to Jed. Together we’ll explore your financial needs and determine whether an advisory relationship is a good fit.
Step 2 – Complimentary Virtual Meeting
We’ll schedule a free, 20‑minute virtual meeting to understand your goals in more depth and outline how we can help—including whether charitable giving should play a role in your planning.
Step 3 – Information Gathering
If we decide to work together, you’ll complete our financial questionnaires and provide key documents. This gives us the clarity needed to build your Financial Plan and Investment Proposal.
We also review any existing charitable giving strategies so we can evaluate tax‑efficient opportunities.
Step 4 – Agreement & Onboarding
We prepare an advisory agreement outlining our services and fees. Once signed, we begin formal onboarding.
Step 5 – Implementation and Ongoing Support
We implement your Investment Proposal and begin putting your financial plan into action. As your needs evolve, we revisit your investments, planning, tax strategies, and charitable giving goals.
What You Can Expect
- A clear, personalized financial plan
- Straightforward explanations—not jargon
- A disciplined investment approach
- Transparent fiduciary guidance
- Integrated tax and charitable giving strategies when appropriate
- Ongoing guidance so you always know your next step
Our Commitment
As a fiduciary, I put your interests ahead of my own at all times. My advice is transparent, objective, and aligned with your long‑term goals—including helping you give intentionally and tax‑efficiently when charitable giving is part of your financial priorities.
Next Step
If you’re ready to bring more clarity and confidence to your financial life, the next step is simple... Schedule a call by clicking the button below.