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. At the end of this meeting, we decide if we should work together or if I can help you find another advisor or resources to meet your needs.

Schedule here

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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. In addition, we’ll send you a link to your financial planning website, instructional video and a link to set up our next planning meeting.

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The next step is meeting to review the information you've provided and fill in any missing information or unanswered questions (in-person or virtually). During this 45-60 minute meeting, we will review your financial goals and money mindset. You’ll share concerns, desires, and basic financial information.

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This meeting is all about you! When you are ready, we will review your priorities, tax situation, your income, investments and estate plan. This sets the foundation for our regular review process.

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When your financial strategy is in place, we will regularly revisit your goals, review your portfolio, and answer any remaining questions twice a year (Spring and Fall Reviews) or as needed. The purpose of these regular meetings is to keep each other updated and informed so we can best serve your needs!

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