Are you experiencing a life transition?
In a lifetime, one will more than likely experience a life-changing event: the death of a spouse, loss of job, inheritance, retirement, health crisis, divorce, or career advancement. Managing that transition can be challenging, especially if done alone. No matter the triggering event, the pressure or trauma that occurs can hinder a person to make sound financial decisions.
Bill Morrissey, the founder of Sound Financial Planning, Inc, has personally experienced tragedy when his first wife died of breast cancer more than 20 years ago. Thus, the Sound Financial Planning, Inc team is ready to handle these situations and are all qualified to assist clients through the chaos that occurs.
Specific activities and tools are used to guide clients through the crucial decision-making process, establishing action steps at the pace a client can handle. The team is dedicated to helping clients make educated and informed decisions.