Welcome, Waypoint Clients!
On April 1, 2026, Alan Dossett officially retired and your relationship transitioned to Misty Lynch, CFP® at Sound View Financial Advisors. We’re honored to serve you.
Our goal is a smooth, no-stress handoff. Most things stay the same, and Misty is available to meet at your convenience. Emails will be going out directly for access to required systems and invitations to set up our initial meeting.
You may have received an email from Charles Schwab saying there were changes to your Power of Attorney. All that means in plain English is that your advisor has changed. At this time, all of your accounts are visible at Sound View Financial Advisors and the conversion was successful. If you receive any other emails that you are unsure about, please forward them to misty@soundviewfin.com and she will review them for you.
If you prefer, email us at misty@soundviewfin.com or call 508-921-3533 to book.
Everything You Need to Know
What's Staying the Same
Custodian: Your accounts remain at Charles Schwab.
Account numbers: No changes to account numbers.
Online access: Your existing Schwab login continues to work.
Investments and statements: Positions, history, and statement delivery continue uninterrupted unless you request changes.
What's Changing
Your advisor:
Misty Lynch, CFP®, Sound View Financial Advisors.
Firm name and contact info:
Sound View Financial Advisors
128 School Street
Walpole, MA 02081
misty@soundviewfin.com
M-F 9:30-4 ET
Planning portal:
We use eMoney for financial planning (you’ll receive a secure invitation if you don’t already have access). Existing Money Guide Pro users will have continued access to that system.
Optional tools:
Access on request to PayForED (education planning), Monarch Money (budgeting), and tax strategy support.
Next Steps
- Schedule a welcome meeting (20–30 minutes) to confirm goals, beneficiaries, and preferences.
- Confirm contact details (email, phone, mailing address) and communication preferences.
- Enroll/confirm eDelivery for statements and tax forms in Schwab if not already.
- Request access to any of the optional tools you want to use (listed below).
Planning & Client Tools
(Financial Planning)
Comprehensive plan tracking, net worth, retirement projections, secure vault. You’ll receive an invitation.
(Ongoing Analyses)
Performance reporting, monthly reviews. You will receive an invitation when activated.
(Education Planning)
College funding analysis, award projections, and repayment strategies; optional.
Tax Strategy Support
Comprehensive plan tracking, net worth, retirement projections, secure vault. You’ll receive an invitation if needed.
(Budgeting)
Real-time budgeting and cash‑flow insights; optional data connections and shared views with your advisor. Optional - You will receive an invitation if this is requested.
Fees, Agreements, & Privacy
Your advisory fee schedule and investment approach remain the same unless we discuss adjustments together.
Learn more:
Security & Fraud Prevention
- We will never ask for your Schwab password.
- Verify any money movement requests by phone using the number on this page.
- For urgent concerns, call 508-921-3533. After hours, contact Schwab Alliance at 800-515-2157.
Key Dates & Timing
- April 1, 2026: Transition effective. Your Schwab accounts and online access continue normally.
- April–May 2026: eMoney invitations and optional tool setup for interested clients.
- April–June 2026: Optional welcome calls and Q&A.
Frequently Asked Questions
Contact and Support
Phone: (508) 921-3533
Email: misty@soundviewfin.com
Office hours: M through F, 9:30am to 4pm ET
Secure Document Upload: Will be setup through eMoney or Advyzon client portals