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Sound Financial Group - Bothell, Washington


Legacy of Significance™

Charting Your Family Lifestyle and Legacy

At Sound Financial Group, we’ve evolved a finely-tuned ability, enabling our associates to consistently guide our most successful clients through systematic wealth building. We call this process our Legacy of Significance™.

Even savvy investors can be thwarted by the massive storm of conflicting financial information churned out daily. Whether buying a car or selling a company, proven economic principles must be respected. Imagine having the ability to quickly and concisely compare all those variables and alternatives anytime, anywhere, for any decision. Would it make you a better investor? What if you could access your entire financial life in an instant?

Imagine all your critical data and key documents in one place. Review your current position relative to your life map; receive the counsel of a highly trained representative and advanced planning team who are aligned with your long term goals. Would this increase your ability to achieve those goals?

Our Legacy of Significance™ puts these sophisticated financial management controls right in your hands. First, we cast your vision of the future; we then set an intention for our work together, establish a plan and strategy and give you the ability to instantly track your progress as we go forward. Our skilled associates help you steer clear of the barriers between you and your dreams. We help you understand the commitments you will need to hold onto during your journey and to seize outstanding opportunities available to you. You are the captain of your ship. We are your top-notch navigators and an experienced crew guiding your journey. Sit back, breathe easy and enjoy the voyage.

“If one advances confidently in the direction of his dreams, and endeavors to live a life which he has imagined, he will meet with a success unexpected in common hours."

-Henry David Thoreau

To learn more about how to plan your Legacy of Significance™ simply contact your representative to schedule a conversation. 

Legacy of Significance Process™ Steps

1. Philosophy & Introduction Conversation

In this meeting we share our financial philosophy and explain how it can enable you to make more sound financial decisions. Our commitment is to leave you with a valuable new way of thinking about your own financial strategy, regardless of whether or not you engage our firm.

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2. The Vision Clarifier

We review the data you provide to help you design a clear picture of both your current and ideal financial positions, including current opportunities and obstacles you are facing. We then discover together exactly how you arrived where you are. That information provides a valuable instrument as we chart a course toward your new vision of prosperity.

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3. The Fiscal Foundation

Using information you shared in The Vision Clarifier, we next focus on your basic goals and assess your current situation. This shows you how your financial position can be reinforced to protect you and your family against events that are beyond your control.

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4. The Alignment Navigator

In this next meeting we focus on developing your strategy, comparing and contrasting various financial options. This identifies potential outcomes that best align with both your short and long-term goals.

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5. The Implementation Strategies

Once we settle on your preferred strategies, we establish the systems and structures necessary to consistently bring your vision closer to reality.

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6. The Relationship Expander

We have now entered into a powerful ongoing conversation about wealth and your future. A key habit of highly successful people is continually engaging in conversations that reinforce their goals. We look forward to the opportunity to share this conversation with your friends and family to expand your circle of empowerment.

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