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 goal is to prudently grow your assets while at the same time preserving what you have already accumulated. We are a fee-only fiduciary financial planning firm, which means we don't receive commissions from any third party.
They are also both CERTIFIED FINANCIAL PLANNER professionals and NAPFA-Registered Financial Advisors. Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated. We are a fee-only fiduciary financial planning firm, which means we don't receive commissions from any third party.
Services
Sound Financial Planning, Inc (SFP) offers client-centered, fee-only financial planning services, and investment advice to individuals, families, and businesses. We are here to assist you in making sound financial and wealth management decisions that are in harmony with your goals, values, and dreams.
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. In doing so, we will guide you in defining and designing your unique version of your ideal life. The following Sound Financial Planning (SFP) services are included in your financial plan so that you will have an increased sense of financial well-being and life satisfaction.
We base the Sound Financial Planning, Inc. process on five distinct stages that are rooted in the principles of Financial Life Planning. Stage 1 - Explore: We will start by getting to know you and get a clear picture of what you hope to obtain from our service. Stage 2 - Engage: We will gather all the required information to proceed with your financial planning.
Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. It enables us to make the most appropriate financial recommendations and to integrate them with your values and life goals. We will start by helping you get a clear picture of your values, priorities, circumstances, and aspirations.
Investment management is an integral part of financial planning, and as such, we believe the two should be incorporated together. We base our investment process on market and behavioral research. Trying to beat or time the market is usually a loser's game. Behavioral finance has taught us that greed tempts investors to buy at market tops and fear motivates them to sell at market bottoms.
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