Why Sound Financial Planning Inc.?

We have been offering comprehensive, holistic wealth management, and financial planning for more than three decades. Our team is led by founder and President William "Bill" Morrissey, CFP®, AEP®,  and business partner Tammera “Tammy” L. Prouty, CFP®, who has been with the company since 2000.

Bill and Tammy are both members of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). They are also both CERTIFIED FINANCIAL PLANNER® professionals and NAPFA-Registered Financial Advisors.

 

Our Philosophy

Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated.  

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Independent and Impartial

We are a fee-only fiduciary financial planning firm, which means we don’t receive commissions from any third party. Our sole compensation, and our sole priority, is you, the client.

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Our Services

With all our services aligned with the philosophy behind Financial Life Planning, we will help you clarify your actual values, priorities, financial goals, and aspirations.

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Our Services

 

Financial Life Planning

 

Investment Management

 

Retirement Planning

 

Education Planning

 

Estate Planning

 

Life Transitions

 

Everplans

Blog Posts

5 Tips for Spring Cleaning Your Finances

William Morrissey |
Categories
Financial Wellness
Organizing your finances is never a simple one-and-done task. It requires ongoing attention and care. As your circumstances change and time passes, it’s essential to keep a close watch on your money and make financial adjustments as needed.