About Sound Financial Services
Making & Meeting Goals
Sound Financial Services is a Financial Consulting and Financial Coaching Firm assisting small businesses to operate a more sustainable and profitable business. We assist in guiding businesses with how to operate their businesses more optimally through updating their policies, procedures, processes and a more guided business structure through proven time tested business models. We also assist coaching Individuals in need of getting a better handle over their finances and redirect those funds for retirement, save for down payment for a home, investments, etc. We start by documenting your goals and then compare them to your current financial situation. We look at debt to income (monthly credit card payments, rent or mortgage payments, car payments, etc) and spending habits to determine which areas to target first, then provide money saving strategies designed to help you put that money away, followed by teaching you how to better budget your money and begin saving your hard earned money for future potential financial investments you choose to make. And you can count on us to guide you on your financial needs and goals. For Businesses, we help struggling and growing businesses become stable and more profitable through proven business models that align with their business goals.
Building Strong Futures
We are passionate about helping both companies and individuals with reducing financial risk and use proven Business models to help start, expand and make your business profitable, by using analytics and trends. Our goal? One-on-one coaching sessions conducted in person, by phone or virtually, aimed at specific financial and business needs and challenges while teaching you how to take control of your money and business.
About Us
Sound Financial Services is a financial consulting and coaching company. The firm was founded by Elvin Gomez, an entrepreneur with years of experience in the financial coaching industry. Elvin founded Sound Financial Services in order to provide clients with a personalized financial consulting and coaching service that met their specific needs. There are plenty of financial advisors out there, but most of them do not take the time to sit down and learn their clients, and figure out precisely how they can improve their clients’ financial circumstances. Sound Financial Services does, and that is what sets the company apart from the competition.
Elvin Gomez has a long history in the financial coaching industry, which has given him unique insight into how to work with clients to get them the best possible result. Elvin’s goal is to revolutionize the way that individuals look at financial coaching. Financial coaching isn’t just an add-on, it is an essentially solution for today’s organizations and individuals who are looking to take back control over their finances. There are plenty of financial advisors are there who work for people who already have large sums of money. But there aren’t many financial coaches like Elvin, who work with individual clients to help them build toward financial empowerment. He expects the financial coaching industry to grow and become mainstream over time, and Sound Financial Services is going to play a big role in that process.
Client needs are going to change over time. Sound Financial Services understands how the needs of clients are going to change, and how to meet those needs. The consulting and coaching services provided are flexible and personalized to each individual’s particular circumstance. This level of customization can’t be found anywhere else, and is a big reason why Sound Financial Services clients tend to have so much success.
Sound Financial Services loves to help clients achieve the best possible result, which is why the team puts so much effort into each case. We believe that nothing is more important than client satisfaction, and the company’s focus on building strong relationships is a huge part of its growth. We plan to expand, develop, and optimize its strategies over time, so that its clients get the best possible outcomes.
At Sound Financial Services, you can count on our team to work directly with you personally, or with your business, so that you can take charge of your finances and business needs. We understand how important your business and finances are to you, and we’re dedicated to making sure that you can reach financial stability. Debt can be difficult to manage alone. That’s why we partner you with financial professionals who have years of experience with financial struggles.
What Financial Coaching Can Do For YOU
For High Earning Professionals
Are you a high earning professional who has found him/herself in bad situation with bad spending habits and want to find a way to instead redirect that spending to secure your financial future? Does it feel like you have no control of your money? Not sure how or where to start to get your finances in order to redirect your money in a smart way? We can help you put systems into place that will help you feel more organized and in control.
Growing Families
Are you a growing family looking to purchase the home of your dreams but are having a hard time saving enough money for a down payment? We can help you get started on a money savings strategy so you'll be ready to put a down payment on your new home.
Getting Married soon?
Is marriage in the near future? Are you wanting to learn how to join your accounts and save for that special day? We can help you smoothly transition from separate accounts to joint accounts and together work on saving money for that special day. We can also teach affective strategies to jointly save money and grow a nest egg for your future. We'll help you decide on the best scenario for your situation.
What you can expect from Sound Financial Coaching
Peace of Mind
No matter where you're at, we'll set goals to get you to where you want to be.
Communication
Whether by email, face-to-face or phone, you can be sure our communication is clear.
Experience
We have worked with single parents, individuals, engaged couples, married couples, one or two income families and corporate businesses.
Financial Coaching
What We Do
Sound Financial Services offers the highest quality of financial coaching for our clients. We believe that everyone deserves access to financial coaching regardless of their income or background. We help people from all walks of life improve their financial situation by providing personalized coaching on a month by month basis. Our team works directly with our clients, checking up on their progress and working with them to improve when they make mistakes. Here is how our financial coaching process works.
After you begin working with us, we’ll create a personalized financial coaching strategy for you. It will be your job to follow through on this plan, but we’ll work to develop something that you can adhere to, that will help to get you out of spending too much, redirect those funds for your retirement, down payment for your new home, etc and improve your financial outlook. Every two weeks or so (or monthly, it depends on your specific needs) we will give you a call to check in. During these calls, we will work with you to determine if you need any special assistance, or if you are meeting all of your obligations. All of this is a three step process:
- Budget
- Game plan
- Monthly Coaching Sessions
Over time, your financial needs may change. That is why our team works with you to figure out how you can reach your financial goals. As your needs change, we’ll work to adapt your plan and make any special customization required. Ultimately, you will be responsible for your motivation, but with the right direction and planning, you will be able to take control of your finances and reach financial empowerment.
How to find a Coach
Specialized Consultation: Looking for face-to-face, Phone or Virtual personalized help with learning how to manage and budget your finances? Or business growth needs? A Financial Consultant and Coach is Exactly what you need. Fill out the form Below and Sound Financial Services will contact you.
If you are a business owner and need professional guidance, budgeting your business, learn payroll and HR, how to make smarter business decision using sound business analytics and dont know where to start? If you need help from analyzing your business model and staffing, to establishing ways to process credit card and ACH payments, contact Sound Financial Services below.
ARE YOU READY TO TAKE BACK CONTROL OF YOUR FINANCES? ARE YOU READY TO GROW AND TAKE YOUR BUSINESS TO THE NEXT LEVEL? Subcribe and fill out your information below and Sound Financial Services will contact you promptly.
