sfp's mission is to make expert financial planning accessible and affordable to the musician community.
Musicians face unique financial challenges throughout their careers. Navigating multiple income streams, inconsistent income streams, grants, royalties, small business ownership, contract negotiations, union pensions and much more can be daunting. Sound Financial Planning can give you the tools, knowledge, and confidence you need to achieve your financial goals.
Whether you want to create a comprehensive financial plan, start a business, or work on a financial goal that's meaningful to you, sfp can guide and support you through your unique journey.
Why choose sfp?
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Fiduciary - As a registered investment advisory firm, sfp is held to the highest legal standard to always act in your best interest.
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Advice only - Traditionally, financial planning has been riddled with sales tactics, high account minimums, and hidden fees. With advice-only planning, you pay solely for financial expertise and guidance—no commissions, kickbacks or management fees.
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Holistic - an all-encompassing, personalized approach to managing money that helps you make better decisions across every area of your financial life—today and in the future.
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.