Planning

Sound Planning Partners offers dynamic, versatile services to suit your needs. In addition to traditional investment management relationships, we offer Sustainability and Impact Investment advice, business planning and development services and custom financial strategies. We’re here to help you on your adventure, no matter where it takes you.

Level 1: Trailhead

Advisor Engagement Subscription

  • Financial analysis – asset review
  • Technology access
  • Insurance review
  • Goal planning
  • Budget and cash flow report
  • One on One advice – 4 quarterly reviews – 2 annual alignments – priority invites to webinars, company sponsored events and digital update meetups

 

$69 per month

Level 2: Ridgeline

Individual + Household Planning

  • Comprehensive financial plan – goal planning and action plan, net worth statement, cash flow, budgeting, Social Security planning, retirement income analysis and plan for success
  • Technology access
  • Insurance review – employee benefits analysis and 401(k) plan analysis
  • Reduced fee for managed account access
  • Personal advisor access: 4 quarterly planning meetings – mobile plan review priority invites to webinars, company sponsored events and digital update meetup

 

$119 per month

Start up fee: $599

Level 3: Summit

Entrepreneurial + Complex Planning

  • Comprehensive financial planning custom tailored to business owner/entrepreneur – complex estate transition situations – Custom consulting 
  • Comprehensive financial plan – goal planning with action plan, net worth statement, cash flow, budgeting, Social Security planning, retirement income analysis and plan – outside advisor and team coordination
  • Technology access to a private, customized client dashboard
  • Insurance review – employee benefits analysis and 401(k) plan analysis – business and P&C insurance review
  • Reduced fee for managed account access
  • Personal advisor access: 6 annual meetings – mobile plan review capabilities – accountability coaching

 

$200 per month

Start up fee: Priced upon completed scope of work

N

Investment advice + asset management

N

Financial planning

N

Business consulting

N

401(k) solutions + company benefits

N

Insurance products

N

Impact investing and socially responsible investment guidance

Connect with Us

Contact Us

 

865-313-8056

Email Erik

100 Taylor Street, Studio B6
Nashville, Tennessee 37208

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Cambridge and Sound Planning Partners LLC are not affiliated.

This communication is strictly intended for individuals in AL, IL, KS, NY, OH, OR, TN, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.