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Does My Portfolio Fit Me?

Harmonizing your money with your life.

Life Transitions

How do I protect myself?Are you experiencing a life transition?

In a lifetime, one will more than likely experience a life changing event: death of a spouse, loss of job, inheritance, retirement, health crisis, divorce, or career advancement. Managing that transition can be challenging, especially if done alone. No matter the triggering event, the pressure or trauma that occurs can hinder a person to make sound financial decisions.

Bill Morrissey, founder of SFP, has personally experienced tragedy when his first wife died of breast cancer more than 20 years ago. Thus, the Sound Financial Planning, Inc team is ready to handle these situations and are all qualified to assist clients through the chaos that occurs.

Specific activities and tools are used to guide clients through the crucial decision making process, establishing action steps at the pace a client can handle. The team is dedicated to helping clients make educated and informed decisions.

All written content is for informational purposes only and does not constitute a complete description of our investment services or performance.  This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists.  Sound Financial Planning Inc. is a Registered Investment Advisor with the Washington State Securities Division.  Information presented on this site is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any information posted on this or any linked web-site.  Nothing on this web-site should imply that past results are an indication of future performance.  Opinions expressed are those of Sound Financial Planning, Inc.

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