We meet to discuss your goals and general financial situation.
We discuss our investment philosophy, research methods
and our track record and answer any questions you might have.
(There is no-charge for this meeting.)
If you decide you want to engage Sound Asset Management
as your financial advisor, we begin the simple process of transferring
your accounts to our custodian.
After further discussions together, we prepare forecasts of your
financial future based on various assumptions. Then we prepare
specific asset allocation and investment recommendations for your review.
Once we agree upon the specific investments that are most
appropriate for achieving your goals, Sound Asset Management
implements the plan.
We monitor performance on an on-going basis and make
adjustments as necessary. Clients receive monthly statements
from the custodian, quarterly reports from Sound Asset
Management, and have internet access available as well. Regular meetings
are held with clients to review the investment strategy.