Client questionnaireThe main call to action on the website. The questionnaire is used to qualify prospective clients and inform of our pricing structure.
Analyzing informationClient provides financial information and documents which the advisor will use to generate a draft financial plan and recommendations.
Client chooses to accept Sound Advisory for financial planning services and initial actions items are implemented.
Financial planning discovery where we will discuss goals, review services, and answer any initial client questions.
Deeper dive and proposal meeting
Draft financial plan, initial recommendations, and quoted cost are presented to client.
Monitoring progress and refining recommendations and strategies as needed.