Designed to
Open Doors

We’ve got the know-how. We’ve got the
how-to. And this time, no one gets left out.
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I
Q

Get A Personalized
Plan On:

01

Create Your Profile

When you create your profile, you’ll answer a few simple questions about your goals and current financial habits. Once finished, you’ll receive a personalized FinHealth score and be matched with tailored Advice Plans designed to fit your goals and financial situation.

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02

Submit a Request

When you’re ready to get personalized financial advice, just pick an advice plan and share your financial details right in the app—no long phone calls needed. A licensed Money Mentor will review everything and give you guidance that fits your goals.

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03

Analyze & Guidance

Sound Advice will create a personalized plan for you, breaking down the analysis so you understand the ‘why’ behind the recommendations. You’ll get step-by-step guidance to help you feel confident and informed throughout the process

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04

Discuss & Clarify

If you have questions or need clarication about your personalized advice, you can easily chat directly with a Money Mentor right in the Sound Advice app.

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Smarter Money Moves Start Here! Try Sound Advice free for 14 days, risk-free

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How We Help

Sound Advice provides expert guidance to simplify and optimize every aspect of your financial life.

Cash Management

Expert cash management guided
advice.

Savings

Build and grow with personalized
savings plans.

Debt Management

Tackle your debt with expert
strategies.

Credit

Manage your credit with
professional guidance.

Investing

Grow your wealth with personalized
strategies.

Life Events

Navigate major life events with
expert support.

Insurance Planning

Protect your future with tailored
insurance guidance.

Tax Planning

Optimize your taxes with
personalized planning advice.

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Financial advice that you don’t have to be rich to get.
This app has been so helpful. It’s like having a Harvard trained financial advisor in your pocket. No meetings, no phone calls, just messaging real people for serious financial advice. Thanks for giving access to this type of advice to the rest of us.
Scout & Mark
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Accessible Financial Advice for all.
I have been struggling with navigating my financial situation and most advisors I have consulted have tried to sell me on something or didn’t take the time to understand my situation in full. SoundAdvice actually provided me with the insights I needed.....This app is great for all people of all incomes.
Stephanie K.
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Game changer
Sound Advice has truly made a difference, for my family and me. We've moved from struggling with finances to handling our money. The personalized guidance and clear explanations have simplified the realm of finance making it easier to navigate. We now feel more, in control and informed, on track to achieve well being.
The Reyes Family
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