Sound Financial Planning, Inc Employee Directory

Financial ServicesWashington, United States2-10 Employees

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

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
    Phone icon

Contact profiles from Sound Financial Planning, Inc

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

Frequently Asked Questions

What is Sound Financial Planning, Inc known for?

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Sound Financial Planning, Inc was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 1111 Cleveland Avenue, Suite 101; you can contact the main corporate office by phone at . Explore Sound Financial Planning, Inc's company overview page for more information.

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

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Sound 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?

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Sound Financial Planning, Inc has approximately 2 employees as of December 2025. 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 December 2025, Sound Financial Planning, Inc's key employees include:

  • President And Certified Financial Planner: W. M.

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