At Sound Financial Planning, Inc. (SFP) each team member is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President William "Bill" Morrissey, CFP®, AEP®, we have been offering comprehensive financial planning for more than three decades.
SFP also includes partner Tammera “Tammy” L. Prouty, CFP®, who has been with the company since 2000. Bill and Tammy are both members of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). They are also both CERTIFIED FINANCIAL PLANNER® professionals and NAPFA-Registered Financial Advisors.
The SFP team has developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams. We are a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind.
Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events.
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A NAPFA-Registered Financial Advisor is a financial planner who has earned the CERTIFIED FINANCIAL PLANNER™ designation, NAPFA recognized practitioner, fee-only, and who meets NAPFA’s rigorous standards. The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve.
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Financial Planning Association®
The Financial Planning Association, is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.
Certified Financial Planner® (CFP®)
The Certified Financial Planner® (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.