Becoming a Client of Williams Asset Management
If you'd like to learn more about how Williams Asset Management, you may be wondering what the process would be like to engage our services.
The first step is a 20-minute introductory phone call. During this call, we hope to learn more about your goals and determine if and how we can help. From there, we will find a mutually convenient time for an initial complimentary consultation. This consultation is typically about an hour in length and allows us to further explore and understand your financial situation, goals, and concerns to determine:
If we can help,
If so, how can we help, and
If you would like our help
You will walk away from that meeting with a detailed description of our services, process, fee structure, and a clear understanding of the areas in which we believe we can add value and what an ongoing relationship would look like.
If we decide to work together, our financial planning process follows the illustration below, starting with our discovery meeting.
Analyze and Develop
Plan Presentation and Implementation
Ongoing Monitoring and Progress Review