For most, financial independence has less to do with a balance sheet, and more to do with a balanced life. That’s why Williams Wealth 360º is more than an investment manager or a financial plan. It is the collaboration of your team of professionals to help you meet your life’s goals.
Along the way we’ll monitor and track your progress while working with you to secure your financial future.
Take a moment to view the video at right to learn more about how we help you achieve success.
Follow the steps below to begin creating your WealthPlan.
It’s as easy as 1-2-3-4!
1. Goal Identification
2. Plan Development
3. Strategy Selection
4. Transparent Communication
Our Meeting Process
Every client relationship begins with a conversation. Together we explore your goals, objectives, risk tolerance and core values in an effort to get to know you. Our experience and dedication to sound financial planning will enable us to make the most of our time together.
Before the initial meeting, we will send you several questionnaires to complete that help you to prepare and enable us to make the most of our time together.
STEP 1: GOAL IDENTIFICATION
During your initial meeting(s), we’ll get to know each other at a deeper level. By listening first, then reviewing your confidential client profile, our Certified Financial Planner Practitioners™ will be able to recommend what to improve, develop or change as it relates to your wealth. These long-term financial goals and objectives will be identified to set the foundation of your WealthPlan.
Targeted risk is based on the principle of balance: the return you wish to gain, with the risk you're willing to take.
Our cutting-edge techniques streamline the process of determining your “investment comfort zone,” then we build a portfolio designed to keep you and your assets within that target.
Riskalyze helps us pinpoint your acceptable levels of risk and reward with unparalleled accuracy, ensuring that your portfolio aligns with YOUR investment goals and expectations.
A risk score between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain. Our team builds an investment portfolio in line with your Risk Number, charting a clearly-defined path to achieving your goals.
Because real wealth is more than money, your unique aspirations and wishes are at the heart of your WealthPlan.
What's your Risk Number? Use our FREE calculator.
STEP 2: Plan Development
Your wealth advisor will conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so we can design a personalized financial roadmap that meets your needs.
Integrated Wealth Management
Integrated Wealth Management is reserved for our most distinguished clients. It involves close collaboration with a team of advisors to develop and execute a seamless, comprehensive WealthPlan.
- Aggregate Asset Allocation and Investment Strategy
- Money Manager Due Diligence and Selection
- Tax Minimization Strategy
- Custom Investment Policy Statement
- Quarterly and On Demand Performance Reporting
- Invitations to Exclusive Events
- Complimentary Notary Services
- Priority Scheduling
- Rapid Response / Resolution
- Cash Flow Analysis
- Retirement Income Planning
- Asset and Liability Management
- Tax Strategy
- Estate Planning Strategy
- Insurance Analysis
- Education Planning
- Asset Protection Strategy
- WealthPlan personal financial website
- Secure online document storage
STEP 3: STRATEGY SELECTION
Education is the key to transparency. We want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
STEP 4: TRANSPARENT COMMUNICATION
360º Perspectives is our signature client communication system – a blend of social media, emails, whitepapers, Ask Your Planner articles and more.
Plus, stay connected with a 360º view of your finances through WealthPlan, your personal financial website.