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Sound Financial Planning, Inc
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Harmonizing Your Money

With Your Life.

Sound Financial Planning, Inc is a fee-only financial planning firm, which means our sole compensation is from you, the client.


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What does it take to

Retire Well Today?

The first step is to realize that retirement isn't just about money. It's about you. Your relationships, legacy, body, mind, and spirit.


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Our Blog

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Living Your Best Retirement
Jan 16, 2020 by Sound Financial Planning, Inc

We all know we should be saving for retirement, but many of us have never stopped to consider what retirement will actually look like. While the term “retirement” refers to the time in our lives where we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. It’s the...

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What New Investors Need to Know about Asset Allocation
Jan 16, 2020 by Sound Financial Planning, Inc

What New Investors Need to Know about Asset AllocationIf you’re like most people, you are interested in learning more about investing because you have financial goals that you hope to reach. Whether you are saving to buy your family’s forever home, building a college fund for your kids, or you’re laser-focused on...

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Tips for Managing Your Time
Dec 15, 2019 by Sound Financial Planning, Inc

Tips for Managing Your TimeWe all have the same 24 hours in a day and that time is our most valuable asset and precious resource. But if you’ve ever wondered why some people seem to get so much done while you scramble to fit it all in, you can rest assured that they don’t have a special superpower that you can never attain....

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Why Us?

We have a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.  

 

Our Philosophy

Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated.  We believe in diversification as a way to minimize risk and capture market returns. Together, we implement the recommendations and monitor your progress.

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About Us

We are a fee-only financial planning firm, which means our sole compensation is from you, the client. Each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. 

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Our Process

Our process is based on five distinct stages that focus on Financial Life Planning. Each of these stages is broken down into a series of meetings and processes that aid us in better serving you.

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Contact Us

Don't hesitate to get in touch with us.

Where to Find Us

1111 Cleveland Avenue, Suite 101, Mt. Vernon, Washington 98273

(360) 336-6527 | Get Directions

650 Mullis St. Suite 101, PO Box 1610, Friday Harbor, Washington 98250

(360) 378-3022 | Get Directions

info@soundfinancialplanning.net

   

Bill and Tammy are both CERTIFIED FINANCIAL PLANNER® professionalsBill Morrissey and Tammy Prouty are NAPFA-Registered Financial Advisors

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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.

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