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

Year-End Cash Management for Every Household

Year-End Cash Management for Every Household

William Morrissey |
Categories
Financial Wellness
Having too much without having too little cash on hand at the end of the year is a great balancing act. As the year draws to a close, take the necessary time to plan so you can relax and celebrate the holidays with confidence.

8 Ways to Boost Your Retirement Savings

William Morrissey |
Categories
Retirement Planning
Putting off planning is the most common regret among retirees today. Setting a goal for yourself and working toward it incrementally and diligently is the best way to begin boosting your retirement savings today.

End of the Year Tax Planning for Retirees

William Morrissey |
Categories
Financial Wellness
As a retiree, you’ve done well for yourself and your accumulated funds are a testament to your hard work. Proper and strategic end of year tax planning will allow you to further make the most of what you have.