Sound Planning Partners
Dream - Plan - Build - Live
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What's our "Why"?

Dream - Plan - Build - Live

Our Purpose

Our mission is to collaborate with you to develop a plan to put you back in control of your time. Imagine if all the moments you spent worrying about money, or a job, or bills, or your financial future, or your children's future could be given back to you. At some point in time you traded your life time for the grind. We all did. That contract is revocable and all you have to do is say yes. We will create a custom strategy with the sole intent of freeing up more time for the things that make you fulfilled in life by systematically eliminating the things that consume the precious moments in your life currently.

 

 

 

Get in touch

We at Sound Planning Partners know that finding the right strategy to benefit you is not a "one size fits all" process. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

 
 

Advisors

 
 

Founder - Time wealth planner

Erik Lindsey

From a very early age Erik has had a passion for business and finance. He embodies the entrepreneurial spirit in every sense of the word. His 16 years of experience ranges from starting his first business at 18 to managing a regional division of a multi-million dollar company with over 120 employees under his watch, to building his own successful financial practice from the ground up. This depth of knowledge combined with his deep passion for helping clients makes him a valuable ally for individuals and businesses of all sizes.

Erik’s passion for the best client experience is matched only by his adventurer’s heart. A seasoned world traveler, explorer and competitive athlete, Erik has traveled around the globe to experience what the world has to offer. Destinations such as Myanmar, Thailand, Peru, Belize, Ireland, France make up some of his more recent travels. Most of the states have felt his presence as well. Travelling around the USA for business, fun and to compete in Brazillian Jui Jitsu tournaments. He has brought home medals from The Arnold Classic, multiple Casca Grossa and regional amature tournaments.

After becoming series 7 and 66 licensed, Erik focused his life experience and passion into the creation of Sound Planning Partners. The goal was to bring something to the industry that it desperately lacked, a client focused model built on the idea that true wealth is defined by how you are able to spend your time and a life of fulfillment comes from spending time on what you love most. The sky is the limit for Erik as he builds what will be an industry altering practice, Sound Planning Partners.

 

Activities & Affiliations

• Series 7 & 66 Licensed Advisor

• Board of Directors - NeedLink Nashville, Secretary of Board Executive Committee

• Board of Directors - VICC Ambassadors , Membership Chair

• Lunch Buddy annual participant Nashville Classical Charter School

 

 

 
 
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Senior Partner

Katie Murphy

After growing a thriving fee-based planning practice in Cincinnati, Ohio, as part of two large insurance agencies, Katie felt she could make a bigger impact partnering with an independent firm whose emphasis on comprehensive planning aligned with her vision for success in serving clients. When introduced to Erik in late 2017, both saw the opportunity to combine their professional strengths and commitment to serving others to create a firm philosophy to withstand the ever-changing environment of financial advising.

Katie communicates complex financial concepts in a way that clients can easily grasp, helps them get beyond their present financial situation to turn their dreams into goals, and third but most important—focuses on developing the habits necessary to be successful and stick to the plan.

Outside of her career, Katie enjoys playing and coaching volleyball, yoga, and the outdoors. She is passionate about mentoring women, both young and old, to become self-sufficient, balanced, and resilient in their career and relationships. She is a 2010 Graduate of Miami University’s Farmer School of Business, and a native of Oxford, Ohio.

 

Activities & Affiliations

• Hendersonville Chamber of Commerce

• Network Under 40 Ambassador

 Contact by phone - 513-310-5216 Email - Katie@SPPNashville.com

 
 

 
 
 

Strategic Partner - Founder of Sound Healthcare and financial

R.J Stillwell

RJ entered the health insurance industry 14 years ago after a 15-year career in the music industry that encompassed performance (both touring and as a studio musician), production, artist management and music publishing, where he established co-publishing agreements with eight #1 songwriters, including two Grammy Award winners. In 1995, RJ began working with national small business associations, leveraging buying power to provide quality, affordable health insurance options to their predominantly self-employed memberships, which included professionals in the music industry. In 2006 RJ architected a health insurance program initially for the Country Music Association called CMA Sound Healthcare, a first for the music industry. In 2008, RJ expanded Sound Healthcare to other major music organizations, building a unique insurance advocacy model for the greater good of the music industry at large.

In 2014, Sound Healthcare formed a partnership with Erik Lindsey during his tenure at New York Life Securities,  becoming Sound Healthcare and Financial in the process, adding comprehensive retirement planning to the list of services offered to its distinguished clientele, and earning the distinction as the first Nashville partner in New York Life’s 169 year history. Today, Sound Healthcare and Financial serves 16 major associations and organizations across the nation.

RJ serves on the Board of Directors of the Boys & Girls Clubs of Middle Tennessee and is a member of  CMA, ACM, AMA, and The Recording Academy.

 

Activities & Affiliations

• Board or Directors - Boys & Girls Clubs of Middle Tennessee
• Member of CMA, ACM, AMA, and The Recording Academy

 

 
 

 
 
 

ASSOCIATE

Kevin Matthews

Kevin is a 2006 graduate of Middle Tennessee State University and a native Tennessean.  After graduating he worked in the music industry and was a touring musician.   He’s performed with numerous Grammy award winning artist.  His involvement in his community/service organizations, people skills, and passion for creating family legacies led him to a career in Financial Services.

As a Financial professional, he’s provided peace of mind to his clients with affordable yet impactful solutions.   His innovative approach brings the latest financial solutions to the clients he serves.  Kevin’s compassion, ethics, and knowledge have gained him the recognition of being a trusted professional in the industry.

 

 

Education

MIDDLE TENNESSEE STATE UNIVERSITY
2006 Graduate - Bachelors of Arts

Activities & Affiliations

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