Testimonial
It’s Not Just a Strategy—It’s a Shared Understanding
How the Eskelins built long-term financial clarity and alignment with Sound Financial Group.
From Frugality to Financial Strategy
In their 20s, the Eskelins focused on saving every dollar. From paycheck-to-paycheck savings to experimenting with stocks in their 30s, they worked hard to build a financial future—but lacked a cohesive strategy.
I realized I didn’t have time to manage the market. I needed to focus on my business.
That’s when they met Sound Financial Group and began a new chapter.
The Turning Point — Education Over Outsourcing
Rather than outsourcing their decisions blindly, the Eskelins found an advisor who took time to teach.
We understood why we were doing what we were doing. That gave us confidence.
They learned the importance of sticking with a solid long-term strategy—guided by concepts like the “cone of variability,” which helped them visualize how consistent commitment reduces risk over time.
You taught us that a lot of your job would be talking us off the ledge—and that’s exactly what you’ve done when markets got noisy.
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What Made Sound Financial Different
Clarity over complexity
Every strategy came with context.
Education-first approach
“We’re not just sending money blindly.”
Responsive communication
“Whenever we’ve had concerns, you’ve been there—fast.”
Personalized service
“You learned how to communicate differently with both of us, and even helped my business directly.”
Decades of insight
“You’re already solving problems we won’t face for 20–30 years.”
Aligned as a Couple, Confident as a Team
Like many couples, the Eskelins started with different ideas about where to invest. Now, they’re aligned—and thriving.
It’s no longer my ideas vs. hers. It’s our ideas. We have someone informed helping us work together.
Sound Financial Group helped turn disagreement into partnership—and helped them think long-term together.
Ready for Today—and 30 Years from Now
As business owners, parents, and long-term planners, the Eskelins now move forward with clarity, direction, and trust.
