Testimonial
We Didn’t Just Get a Financial Plan. We Got a Partnership.
How the Passe family found clarity, confidence, and security with Sound Financial Group.
The Challenge — Confused and Underserved
After meeting with multiple advisors, the Passe family felt more lost than before.
It felt like a business transaction. No one asked about our goals or our family. Just charts and sales pitches.
They weren’t just inexperienced investors—they were parents trying to build a strong future. But every advisor they met left them with more questions than answers.
The Turning Point — A Different Kind of Conversation
Everything changed when they met Paul and the Sound Financial team.
For the first six months, we didn’t talk about products. We talked about our family, our insurance, our goals. It was about building a foundation first.
The focus wasn’t on selling — it was on understanding. From car and home insurance to life protection, Sound Financial helped the Passe family optimize what they already had — often at no additional cost — before ever discussing investments.
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The Result — 14 Years of Confidence and Clarity
Fast forward more than a decade, and the results speak for themselves:
A well-diversified portfolio tailored to their values
Greater confidence in economic ups and downs
An ongoing relationship that still feels personal
It’s been one of the best decisions we’ve ever made. Financially, probably the best one.
What Made Sound Financial Different
No pressure
“We met 12 times before anyone even offered us a product.”
Education first
“We finally understood what we were doing.”
True partnership
“They cared more about our family than making a sale.”
See why families like yours trust Sound Financial Group.
