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Sound Financial Group - Bothell, Washington

 

The Implementation

Lack of action is the main reason most people fail to reach their goals. We buy motivational CDs and attend seminars that leave us temporarily excited, but soon we return to our usual routines.

Those of us who benefit most immediately have a plan of action. In the first half of this meeting, your vision and strategies will be turned into a concrete and workable plan of action that aligns with your goals and fits into your lifestyle. This is the time to implement the financial products and decision making strategies that together we’ve determined will maximize your present position and set you on a course to achieve your vision.

During the second half of this meeting you will be introduced to your Personal Aggregation Platform. Our web-based financial management system provides you with a highly secure easy to use daily update of your complete financial picture, and offers a secure online “vault” for storing copies of your most important documents and files, including contracts, insurance papers, wills and more. Using this system, you have full control over your finances 24/7. You also have the luxury of knowing an experienced team of professionals are available to you at a moment’s notice.

You can leave this meeting feeling more secure and confident, understanding that you can now spend your time doing what you do best and enjoy most. Strategies are now in place to build your wealth, protect your future and care for your Legacy of Significance™.

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