What does a sound financial plan include?
Answers
Sound Financial Planning, Inc, (SFP) offers client-centered, fee-only financial planning services, and investment advice to individuals, families, and businesses. At SFP each team member is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams.
Recognizing our fiduciary responsibility to clients and the public, we will uphold the highest standards of care in the industry by espousing and practicing: Objectivity, Fairness, Suitability, Full Disclosure, Confidentiality, Integrity, Honesty, Professionalism, Competence, and Regulatory Compliance. The only compensation we receive is from you, our client. We do not receive commissions of any kind, removing any conflict of interest so you can rest assured we are only looking out for your best interest.
Led by founder and President William "Bill" Morrissey, CFP®, AEP®, we have been offering comprehensive financial planning for more than three decades. SFP also includes 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 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.
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