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News & Events

Fall 2009: Sound Financial Planning (SFP) and Associate Advisor, Tammy Prouty, CFP, were featured in the Washington Junior Achievement Fall Newsletter. Tammy has been a volunteer for Junior Achievement and she says, "The Junior Achievement program has excellent curriculum that provides the very basic knowledge and tools that high school students need to begin their adult financial lives successfully." To learn more about Junior Achievement and read the Fall Newsletter click here.

August 2009: Sound Financial Planning Inc. and Owner/Founder Bill Morrissey were featured in Investment Advisor magazine. This "best practice" article featured how Sound Financial Planning Inc. will take many different client relationships--as long as they pay his minimum planning fee, and they buy into his well documented comprehensive life planning approach. To read the article, click on the following link: http://www.investmentadvisor.com/Issues/2009/August%202009/Pages/Manual-Labor.aspx

July 2009: Sound Financial Planning Inc. was selected as a premier organization by NAPFA-Registered Financial Advisors and MD Preferred Physician Services to provide financial planning services to the medical community. To learn more, click on the following link: http://www.mdpreferredservices.com/

July 2009: Sound Financial Planning (SFP) and Associate Advisor, Tammy Prouty, CFP, were featured in the Seattle Times "Financial Makeover." Tammy, who has been with SFP for over nine years gives her time and help to Nina Davis who has had many challenges in her life. Click here to read the whole story: Seattle Times Financial Makeover

Sound Financial Planning's, Bill Morrissey, is a long-time proud member of The National Association of Personal Financial Advisors (NAPFA)--the Fee-Only organization for the financial advisory community. To learn more about NAPFA you may visit their website at www.napfa.org.

Sound Financial Planning's, Bill Morrissey and Tammy Prouty, are proud members of the Financial Planning Association (FPA). To learn more about the FPA please visit their website at the following address www.fpanet.org.

Primary Office

321 West Washington St., Suite 329

Mount Vernon, WA 98273

Phone: (360) 336-6527

Fax: (360) 336-6528

Secondary Office

650 Mullis St., Suite 101

PO BOX 1610

Friday Harbor, WA 98250

Phone: (360) 378-3022

Fax: (360) 378-3023

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.