Investment Management

A Customized Strategy to Make the Most of Your Money

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Our clients value professional assistance when it comes to managing risks and evaluating asset allocation.

We start by understanding where you're coming from to create a portfolio that respects your goals, aligns with your values, and adapts to your personal comfort level with risk.

5 Step Sound View Process

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We meet to see if we're a fit. Schedule here.

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The next step is a more in-depth discovery call (in-person or virtually). During this meeting, we will review your financial goals and money mindset. You’ll share concerns, desires, and basic financial information. The information provided will help us develop your One-Page Plan.

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This meeting is all about you! We will meet to discuss our observations of your financial situation. We will review ideas to help you meet your goals and feel confident about your money. You’ll receive a copy of your Sound View One-Page Plan. At the end of this meeting, we decide if we should work together or if you'd like help finding another advisor to meet your needs.

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Getting down to business - during this meeting we cover all the steps required to open your accounts, transfer your assets, and what to expect from your partnership with Sound View Financial Advisors. Based on where you're at, we design and implement an investment strategy that meets your goals.

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Once you are onboard we’ll begin our regular review process, where we’ll meet one to two times annually. The purpose of these regular meetings is to keep each other updated on things like investment performance, taxes, income and update your financial goals as your life changes!

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