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 financial planning firm, which means we don’t receive kickbacks or 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

Blog Posts

The key to smart investing is having trust in markets. Instead of trying to predict the future or make anxious guesses based on the recent past, we should be looking to the market itself to find insightful information on anticipated returns. Many financial advisors turn to the collective knowledge of buyers and sellers to make suitable decisions within even the most challenging market environments. By looking elsewhere or relying on the media, far too many...
While women have made great strides in recent decades when it comes to earning power and access to financial education and resources, they continue to face unique financial challenges that must be taken into consideration when planning for retirement. Women continue to struggle with financial confidence and decision making. And it’s a lack of confidence that tends to weigh on women as they strive to earn, save, and follow retirement investing strategies. But knowledge is...
Even if new to investing, you are likely familiar with one of its most basic principles: ‘Don’t put all your eggs in one basket.’ The lesson in this old familiar saying is, if the basket were to topple over, all the eggs could spill out and break at once, leaving you with nothing. By putting your eggs in a variety of baskets, you can help seek to protect your stash against total loss. When applied...