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Welcome! We invite you to embark on a successful financial planning relationship with us. Sound Financial Planning, Inc. is a Fee-Only Financial Planning firm with offices in Mount Vernon and Friday Harbor, Washington. Our mission at Sound Financial Planning Inc. is to assist our clients in achieving their life dreams through comprehensive financial planning services that create peace of mind now and a road map for the future. Our goal is to learn what is most important to you. This allows an understanding that guides our interactions, advice and service. We will assist you in helping to identify and clarify your values; and to make financial decisions that reflect those values. This process will bring you closer to achieving your life goals. Click here to download company brochure.
How We Can Help You! Click here to read "An Invitation to a Successful Financial Planning Relationship"
If you are employed in the medical community, Sound Financial Planning Inc. is a premier provider for financial planning services to medical professionals. To learn more, contact us by calling (360) 336-6527
Client Performance Reporting If you are a client with Sound Financial Planning Inc. you may securely download your performance reporting here. Click on the following link to get started: click here to download your performance report. |
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321 West Washington Street, Suite 329 Phone: (360) 336-6527 |
Primary Office
321 West Washington St., Suite 329
Mount Vernon, WA 98273
Phone: (360) 336-6527
Fax: (360) 336-6528
Secondary Office
650 Mullis St., Suite 101
PO BOX 1610
Friday Harbor, WA 98250
Phone: (360) 378-3022
Fax: (360) 378-3023
All written content is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. Information presented on this site is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any information posted on this or any linked web-site. Nothing on this web-site should imply that past results are an indication of future performance. Opinions expressed are those of Sound Financial Planning, Inc.