iMoney
One survey found that 47% of current retirees had to retire earlier than they expected.1 Some of the best financial concepts are learned in small, bite-size pieces.
Our library of iMoney ideas is built on the concept that short lessons
can teach a lot about personal finance. Click on one of the items below
and watch a quick movie that will show a financial concept.
Click on the iMoney with the
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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. Sound Financial Planning Inc. is a Registered Investment Advisor with the Washington State Securities Division. 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.
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and you'll get to add your own ideas to the movie.
