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Sound Financial Planning, Inc Employee Directory

Financial ServicesWashington, United States2-10 Employees

Sound Financial Planning, Inc. is a financial services firm offering comprehensive, holistic wealth management and financial planning. Founded and led by Bill Morrissey, the firm emphasizes decisions aligned with clients’ goals, values, and dreams, providing education and planning across all areas of their financial lives. The organization operates on a fee-only basis, receiving compensation exclusively from clients and avoiding commissions, which supports a focus on informed, unbiased guidance.
Based in Mount Vernon, Washington, the practice serves individuals seeking long-term financial peace of mind and preparedness for life’s unexpected events. The team has a long-tenured client partner, Tammy Prouty, whose expertise is recognized in local media, reflecting the firm’s integration of professional guidance within the community. In light of industry developments, the firm’s operations and client services are positioned within the broader financial planning and advisory sector, emphasizing personalized, comprehensive support for its clientele.

Find Sound Financial Planning, Inc employees' phone numbers or email addresses

Sound Financial Planning, Inc Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Sound Financial Planning, Inc's Leadership

  • Stylized image of a person
    W. M.
    President And Certified Financial Planner
    Mobile Phone

Sound Financial Planning, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Sound Financial Planning, Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. M.
    President And Certified Financial Planner
    Mobile Phone
    UNITED STATES
    Aug 17, 2024

Frequently Asked Questions

What is Sound Financial Planning, Inc known for?

Minus sign iconPlus sign iconSound Financial Planning, Inc was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-360-378-****
. Explore Sound Financial Planning, Inc's company overview page for more information.

What is Sound Financial Planning, Inc's most common email format?

Minus sign iconPlus sign iconSound Financial Planning, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sound Financial Planning, Inc email formats with LeadIQ.

How many employees does Sound Financial Planning, Inc have currently?

Minus sign iconPlus sign iconSound Financial Planning, Inc has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sound Financial Planning, Inc's key employees and leadership?

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As of July 2026, Sound Financial Planning, Inc's key employees include:

  • President And Certified Financial Planner: W. M.

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