Sound Planning Partners
Dream - Plan - Build - Live
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All Inclusive Options

Get the most out of every moment..

Time Wealth Strategies

So you've covered all the bases laid out in your plan and are ready for the next level? The focus is now on implementing strategies that change the landscape of your life in infinitely customizeable ways. We shift gears and put you in the drivers seat while we  navigate you towards a life of financial satisfaction. With total access to a personal financial guide, you'll have someone on your side for every financial decision you have to make from this day forth. Someone who's sole mission it is to maximize your financial situation and free up time for the things in life that truly matter to you.

Three service models to serve you during the different stages of your financial journey.

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New Horizons - Stage 1  

Designed for those individuals just embarking on their personal financial journey. It is vital to have proper guidance in this stage. We've created a program that favors these early stages of the process and prepares clients for the next level of financial freedom.

Subscription includes:

- Financial Analysis - Asset Review

- Technology Access

- Insurance review

- Goal Planning

- Budget and Cash Flow Report

- Personal Advisor Access - 2 Annual Meetings - Mobile Plan Review

Opportunity - Stage 2

Once you've handled the basics of your financial plan it's time to tackle some advanced strategies. This level of service will maintain the direction of your desired plan with added elements of customization to take that next step towards TIME WEALTH.

Subscription includes:

- Deliverable Financial Plan - Net worth statement, cash flow, budgeting, social security planning, retirement income analysis and plan.

- Technology Access

- Insurance review - Employee Benefits analysis and work site retirement plan management.

- Discounted Access to Managed account portfolios - reduced fee asset management for a limited amount of managed assets.

- Personal Advisor Access - 4 Annual Meetings - Mobile Plan Review

Destination - Stage 3 - TIME WEALTH

True TIME WEALTH is the freedom to spend your time doing what fulfills you most. In this level we will use the foundation we've built to propel you to a place where your time is your own. Fully customized fiancnial strategies built with your time in mind.

Subscription includes:

- Deliverable Financial Plan - Net worth statement, cash flow, budgeting, social security planning, retirement income analysis and plan.

- Technology Access

- Insurance review - Employee Benefits analysis and work site retirement plan management.

- Discounted Access to Managed account portfolios - reduced fee asset management for an unlimited amount of managed assets. 

- Personal Advisor Access - 6 Annual Meetings - Mobile Plan Review

- Quarterly TIME WEALTH convergence gatherings 

- Exclusive TIME WEALTH program benefits