Financial planning is a collaborative process that helps maximize a client’s potential for meeting life goals through sound financial advice that combines real financial data, behavior psychology and relevant personal circumstances. Lynda Paul has helped over 500 individuals plan for a financially successful retirement. When you want excellence, you can trust Lynda Paul at Sound Money Management.
Comprehensive Financial Planning / Financial Snapshot / Concierge Hourly Financial Consulting / Financial Coaching. Generally, the fee is based on a $225 per hour rate.