Company Description

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 32 years.

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 15 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.

Products & Services

Fee-Only Financial Planning ,   Financial Education ,   investment advice ,   Comprehensive Financial Planning ,   Holistic Wealth Management Process  

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Sound Financial Planning Inc

1111 Cleveland Ave #101 Mount Vernon, WA
(360) 336-6527

Open Hours

  • Monday08:00AM - 05:00PM
  • Tuesday08:00AM - 05:00PM
  • Wednesday08:00AM - 05:00PM
  • Thursday08:00AM - 05:00PM
  • Fri, Sat, SunClosed