Sound Financial Planning, Inc.

At Sound Financial Planning, Inc. each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President Bill Morrissey, we have been offering comprehensive financial planning for more than three decades.

Morrissey and the SFP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams.  

Sound Financial Planning Inc. is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind.

Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events.

The SFP staff includes Tammy Prouty, a partner with the firm who has been with the company for more than 14 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.

Submit

Advisors at this Office

Submit

This Office

1111 Cleveland Ave. Ste 101 Mount Vernon, WA 98273 Phone: (360) 336-6527 Fax: (360) 336-6528

Primary Office

1111 Cleveland Ave. Ste 101 Mount Vernon, WA 98273 Phone: (360) 336-6527 Fax: (360) 336-6528