No. We work with business owners, families, and individuals of many backgrounds. If you want biblical stewardship integrated into your plan, we’re built for that. If you don’t, we’ll still help you build a values-based strategy rooted in wisdom, clarity, and practical planning.

Most of our clients are business owners who want personal and business planning aligned; families who want a coordinated plan (not disconnected advice); and people nearing retirement who want confidence around taxes, income, and next steps.

Sound Wealth focuses on financial planning and investment management. Sound Tax provides tax planning and tax preparation, with options ranging from single-year filing to proactive year-round planning.

No. Some clients work with just one. Many choose both because it creates a more coordinated experience, with planning and taxes working together.

We’ll learn your story, what you want help with, and what you’ve tried so far. Then we’ll outline the next best step—whether that’s planning, investments, taxes, business support, or a combination.

We follow a simple rhythm: Discover → Design → Implement → Ongoing guidance. You’ll leave the planning phase with a clear blueprint, and you won’t be left alone to execute it.

Planning typically covers cash flow, goals, retirement strategy, investment alignment, tax-aware decisions, risk and insurance guidance, and legacy coordination—built into one integrated plan.

Yes. If it’s a fit, we provide ongoing investment management designed to support your plan—steady, disciplined, and aligned to your goals.

Yes—if you want it. Values-based investing is available, but it’s not required to work with us.

Yes. We help you build a retirement roadmap and a distribution strategy so you can spend with confidence and reduce unnecessary tax drag.

Yes. Business owners often need integrated support—tax strategy, cash flow clarity, and decision guidance that connects business priorities to personal goals.

Yes—through Sound Tax. You can choose standalone filing or proactive year-round planning depending on complexity and goals.

Sound Tax pricing varies by scope, but current starting points include individual tax returns starting at $650; business returns starting at $1,500; and comprehensive annual tax planning with a monthly retainer starting at $1,000. Pricing is confirmed after understanding complexity.

Yes. We can work together virtually and serve clients nationwide.