Life Events

Navigate Life’s Turns

Prepare for life’s big moments with expert guidance to plan, adapt, and stay financially secure.

Buy A
Home

Budget For
Wedding

Having A
Child

Plan For
Retirement

Starting A New
Job

Start A
Business

Buy A
Home

Budget For
Wedding

Having A
Child

Plan For
Retirement

Starting A New
Job

Start A
Business

Built For You

Get personalized guidance to navigate major life events, from marriage and homebuying to career changes and retirement.

Strategic Plans

Learn how to prepare, adapt, and make the best money moves for life’s biggest moments.

Within Reach

Feel secure knowing you have expert-backed strategies to handle any financial shift with ease.

Financial Guidance for Every Milestone

We will help you answer your most important questions.
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How can I financially prepare for major life changes like marriage or having a child?

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What’s the best way to save for a home purchase?

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How do I plan for unexpected expenses during a career transition?

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What financial steps should I take before starting a business?

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How can I balance saving for retirement while managing other life goals?

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What’s the best way to prepare financially for a big move or relocation?

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How do I adjust my financial plan after a major life event like divorce or loss of a spouse?

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How can I ensure my long-term financial goals stay on track through life’s changes?

How It Works

From Setup to Success

1

Create Your Profile

Set up your profile to get
personalized financial advice.

2

Submit a Request

Send a request to get
expert financial guidance quickly.

3

Analyze & Guidance

Receive detailed analysis and expert guidance tailored to you.

4

Discuss & Clarify

Engage with a Money Mentor to clarify and refine your guidance.
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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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