Misty Lynch

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Misty Lynch CFP® Professional, Owner - Sound View Financial Advisors, LLC a Registered Investment Advisor, Author, Speaker, Host

As my practice has grown this year, so has my responsibility to the people who trust me with their financial lives.That’...
10/16/2026

As my practice has grown this year, so has my responsibility to the people who trust me with their financial lives.

That’s one reason I make time to attend events like Future Proof. I want to keep learning, hear how other advisors are thinking about the changes affecting our industry, and bring useful ideas back to the people I work with.

Buying another practice this spring made that responsibility feel even bigger. More clients means more families depending on me to stay informed and keep asking good questions.

I also love being part of these conversations as a speaker. If you’re planning an event, podcast, or workplace program and need someone who can make financial topics easier to understand, I’d be happy to talk.

It’s easy to give your job credit for the income, stability, and opportunities you have.But how much of that comes from ...
10/14/2026

It’s easy to give your job credit for the income, stability, and opportunities you have.

But how much of that comes from the skills, experience, and relationships you’ve built yourself?

10/13/2026

How prepared would you be if your paycheck suddenly disappeared?

Watch this week’s video to hear how I help my clients prepare for life’s ups and downs.

A job change affects more than your paycheck. While you’re still weighing your options, talk to your financial advisor.I...
10/09/2026

A job change affects more than your paycheck. While you’re still weighing your options, talk to your financial advisor.

If you’re already working with us at Sound View Financial Advisors, we can help you see how the change affects your finances and what you’ll need to plan for.

You may decide leaving is exactly what you want. Run the numbers first so you know what comes with that decision.

If you’re looking for financial advice, you’re welcome to reach out to my office at https://zurl.co/7jDEk.

When you’re unhappy at work, it’s easy to think quitting is the only real option. But what might change if you stopped a...
10/07/2026

When you’re unhappy at work, it’s easy to think quitting is the only real option. But what might change if you stopped assuming how the conversation with your boss will go and actually had it?

A good manager usually wants to keep an employee they trust and value. That doesn’t mean every request will be approved, but the conversation may be more open than you expect.

10/06/2026

You’ve already decided the conversation will be awkward and your boss will say no.

Now quitting feels like the only option.

What if you’re wrong and it all works out?

Watch this week’s video: Is Quitting Your Only Option?

If something changes between your regular financial planning meetings, tell us.A job change, a new diagnosis, a shift in...
10/02/2026

If something changes between your regular financial planning meetings, tell us.

A job change, a new diagnosis, a shift in family responsibilities, or a change in your retirement plans can affect the decisions we’re making together.

You don’t need to wait for your next quarterly or annual meeting to bring it up.

If you’re already working with us at Sound View Financial Advisors, stay in touch when your circumstances or goals change. The sooner we know what’s happening, the more useful your financial plan can be.

And if you have a question you’ve been meaning to ask, send it our way.

Most of us don’t think much about our healthcare coverage until we need it. That’s not great. Pick one question that mat...
09/30/2026

Most of us don’t think much about our healthcare coverage until we need it. That’s not great. Pick one question that matters to your life right now and get the answer.

09/29/2026

You probably don’t give too much thought to your healthcare coverage after you pick your plan.

Maybe one more time if you change jobs or have to learn about COBRA after a layoff.

Then you get a new diagnosis, and now you need to know more.

Unfortunately, most of us wait until something “happens” before we dig into our coverage.

The thing is, we all need to know our plan limits before there’s a situation, because at the very least, it answers the question “How much am I going to have to pay for?”

Being in the middle of a health crisis is hard enough. You don’t want the job of becoming an expert on the American Healthcare system at the same time.

So pick one question you need to know about your healthcare this week and go get the answer.

You can start with something simple, like what your total maximum out-of-pocket will be, or what it would cost to replace your current coverage if you lost your job.

Knowing your plan basics now sets you up for success if something changes.

Address

128 School Street
Walpole, MA
02081

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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