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

The Essence of True Wealth

William Morrissey |
Categories
Financial Wellness
There is a lot of truth to the old adage, “Money can’t buy happiness.” However, what money can “buy” is options—more personal choice and control as you design the life you want to live—now and in the future.

Strategies for “Growing” Happiness

William Morrissey |
Categories
Lifestyle
Little research has been conducted to discover what makes people happier. That's because this has long been considered an impossible quest, but new research suggests otherwise.

Tips For a Healthy and Happy Retirement

William Morrissey |
Categories
Retirement Planning
Retirement signals the end of your wage-earning years, so the primary concern tends to be making sure you’ll be able to take care of your needs and maintain your lifestyle without running out of money, but your physical and mental health are equally important.