Life Transitions

Are you experiencing a life transition?

In a lifetime, most of us are likely to experience one or more life-changing events: the death of a spouse, loss of job, inheritance, retirement, health crisis, divorce, or career advancement. Managing that transition can be challenging, especially if done alone. No matter the triggering event, the pressure or trauma that occurs can hinder a person to make sound financial decisions.

Bill Morrissey, the founder of Sound Financial Planning, Inc., personally experienced tragedy when his first wife died of breast cancer over two decades ago. Because of this background, our team knows how to handle these situations. We are all qualified to assist clients through the chaos that often occurs after a personal tragedy.

We use specific activities and tools to guide our clients through the crucial decision-making process and establish action steps at the pace comfortable for the client. We are dedicated to helping our clients make educated and informed decisions.