Sound Financial Solutions, Inc.

Sound Financial Solutions, Inc. provides financial planning and consulting services to individuals — including high‑net‑worth clients — and to businesses. Services described in the firm's brochure include written financial plans and consulting on investment planning, retirement, education, estate matters, and related tax considerations, but the firm does not provide portfolio management or custody of client assets.

The firm delivers advice on a fixed‑fee or hourly basis rather than charging percentage‑of‑assets fees, and discusses investments such as equities, mutual funds, ETFs, municipal securities, CDs, and variable life insurance while using methods that include fundamental and charting analysis and modern portfolio theory. Sound Financial Solutions does not execute trades or accept discretionary authority; the advisor monitors accounts at least annually and relies on client custodians for trade execution and reporting.

The firm is affiliated with Save Moore Tax & Accounting Services and the principal is also a licensed insurance representative; the advisor’s CPA, CFP, PFS, and CDFA credentials support integration of accounting, tax, and divorce‑related planning, but these affiliations and commissionable insurance sales create potential conflicts of interest. With no assets under management and a six‑client, single‑advisor practice, Sound Financial Solutions emphasizes fixed‑fee or hourly planning engagements over percentage‑of‑AUM or discretionary portfolio management, a business model that differs from most independent advisers.