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Sound Financial Planning, Inc

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Harmonizing Your Money

With Your Life.

Sound Financial Planning, Inc is a fee-only financial planning firm, which means our sole compensation is from you, the client.


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What does it take to

Retire Well Today?

The first step is to realize that retirement isn't just about money. It's about you. Your relationships, legacy, body, mind, and spirit.


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Will you end up alone, out-of-touch, bored, or broken in retirement because you don't have your priorities straight?

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Our Blog

Latest News & Articles

Latest Blog Posts

The Long Reach of the IRS
Apr 19, 2018 by Sound Financial Planning, Inc

You probably don’t spend a lot of time feeling sorry for a U.S. citizen named Meghan Markle, who is about to tie the proverbial knot with Prince Harry of England. But an article in the Wall Street Journal notes that Ms. Markle, and other American citizens who marry foreigners, face a lifetime of harassment by America’s Internal...

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Trade War Not Yet
Apr 12, 2018 by Sound Financial Planning, Inc

The Trade War that Isn’t—Yet

When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on all sides. Wars have one thing in common: there is seldom a clear-cut “winner” amid the damage and destruction.  

So...

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Currencies Protectionism
Mar 22, 2018 by Sound Financial Planning, Inc

 

Currencies and Protectionism

There is no question, if the Trump Administration’s steel and aluminum tariffs lead to carefully-targeted tit-for-tat retaliations against American products around the world, the resulting trade war scenario would be terrible for the global economy. Many analysts have dismissed...

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Why Us?

We have a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.  

 

Our Philosophy

Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated.  We believe in diversification as a way to minimize risk and capture market returns. Together, we implement the recommendations and monitor your progress.

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About Us

We are a fee-only financial planning firm, which means our sole compensation is from you, the client. Each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. 

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Our Process

Our process is based on five distinct stages that focus on Financial Life Planning. Each of these stages is broken down into a series of meetings and processes that aid us in better serving you.

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Contact Us

Don't hesitate to get in touch with us.

Where to Find Us

1111 Cleveland Avenue, Suite 101, Mt. Vernon, Washington 98273

(360) 336-6527 | Get Directions

650 Mullis St. Suite 101, PO Box 1610, Friday Harbor, Washington 98250

(360) 378-3022 | Get Directions

info@soundfinancialplanning.net

   

Bill and Tammy are both CERTIFIED FINANCIAL PLANNER® professionalsBill Morrissey and Tammy Prouty are NAPFA-Registered Financial Advisors

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All written content is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. Sound Financial Planning Inc. is a Registered Investment Advisor with the Washington State Securities Division. Information presented on this site is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any information posted on this or any linked web-site. Nothing on this web-site should imply that past results are an indication of future performance. Opinions expressed are those of Sound Financial Planning, Inc.

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