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Client Newsletters

To read our newsletters, click on any title and download PDF file.

2010:

"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" 

2007:

“Getting Unboxed”

“Goals For Life: Your Circle of Caring”

“Financial Life Planning”

“Money, Life, Legacy”

2006:

“New View of Retirement”

“Living Life Purposefully”

“Teaching Kids $$ Survival Skills”

“What’s Your Number?”

 

 

 

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

321 West Washington Street, Suite 329
Mount Vernon, WA 98273

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

wtmorrissey @soundfinancialplanning.net

 

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.