Overview

After your financial foundation is solidified it is critical to begin the work of understanding how to make the best financial decisions going forward. You now know where you stand, what your options are and where you are trying to get. What’s the next step? Making efficient smart decisions and implementing your optimal strategy going forward.

The following pages show you the tools we use as we work together to navigate financial decisions on a day to day basis. At Sound Foundation, we don’t just make recommendations, we show you how we arrived at our conclusions. This creates confidence, because as you understand “why” and not just “what”, you become empowered and decisive.

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” - Pablo Picasso