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Client Newsletters

2011:

"Values Guide Financial Life Planning"

"Life Planning vs. Retirement Planning"

"Creating Your Financial & LIfe Plan"

"Designing Your 'No Rules' Retirement"

2010:

 "Rethinking What Money Can Buy"

"Managing Time & Living Life"

 "Rediscovering Our Values"

"The Power of Purpose "

2009:

"A Shift In Priorities"

"The Roots of Money Scripts"

"Who are the Truly Wealthy"

"Nurturing Resilience"

2008:

"Taking Charge of Your Life"

"Are you Happy?"

“Resilience & Transitions” 

"A Sea of Change" 

About Us

  • How We Can Help You
  • An Invitation to a Successful Financial Planning Relationship With Us
  • Meet Our Team
  • Client Newsletters
  • Client Forms
  • Client Login
  • Office Directions
  • Client Update Blog
  • News & Events
  • Tell A Friend
Contact Us

425 Commercial Street, Suite 203
Mount Vernon, WA 98273

Phone: (360) 336-6527
Fax: (360) 336-6528

wtmorrissey @soundfinancialplanning.net

 

Primary Office
425 Commercial Street, Suite 203                
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.