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The Sound Financial Planning promise: No sales pitches. No asset management fees. No unnecessary complexity. Just insightful mentorship, personalized guidance, and unbiased investment advice for DIYers.
You can do it yourself. You don't have to do it alone.
As a member of the Detroit Symphony Orchestra, founder Peter McCaffrey understands the unique pressures musicians face. He merges first-hand industry knowledge with professional financial planning to help clients consolidate their artistic ambitions and financial goals into one unified plan.
The sfp Process
The Sound Financial Planning process is a collaborative one. You are the expert of your life, and sfp is here to give you the tools to live it to the fullest. With that in mind, our first meeting will be a discovery meeting, focused on getting to know you and what makes your journey unique. From there we will follow a custom 6 step process:
1. Identify and prioritize goals
6. Monitor and update the plan as life changes
5. Implement strategies
4. Provide recommendations and finalize plan
2. Evaluate your current situation
3. Perform gap anaylsis
There's no big secret to achieving financial independence - it takes time, discipline, and a sound financial plan.
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