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Sound Financial Group - Bothell, Washington


The Philosophy & Introduction Conversation

Ordinary thinking about money is unlikely to produce extraordinary success. We would like to offer a new way of relating to your current financial decisions and introduce a valuable conversation between you and your Advisor.

Protection First

Looking at your financial life as a voyage, it is important to set sail for your destination but that’s not all it takes to arrive there safely. You also have to avoid the rocks and protect yourself in stormy seas. There are many unforeseen circumstances in life. We help protect you from the economic impact of those events so you keep the wealth you are building.

Less Risk, Higher Returns

“Only high risk brings high return.” We hear this saying so often we believe it’s always true but it’s not. Through appropriate allocation of both assets and knowledge, we can help reduce your risk while continuing to grow your capital.

Keeping Control of Your Money

You don’t have to choose between investing your money outside of your control and maintaining control over it yourself. You will have all the power, information and access needed to make informed financial decisions while also having a team of dedicated Advisors there to guide you. We help you maximize the growth of your money while you maintain control.

What Are Your Concerns as We Build a Relationship?

  • What does money mean to you?
  • What do you worry about at night?
  • How do you define success?

We all hold deep beliefs about money and our process will help you uncover yours.

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