Our Process

    Becoming a Client of Williams Asset Management


    The first step of the process 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:

    1. If we can help,

    2. If so, what is the scope of the work and any applicable fees, and

    3. 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.

    Our-Planning-Process
     

     

    Below, you will find a brief overview of our four-step process.

    Discovery Meeting

    Your financial plan begins with you. Since your goals and financial situation are unique, we will use our experience and thorough fact-finding systems to ensure that we accurately assess your resources and understand your dreams.
     
    In order to create your financial plan, during this Discovery Meeting we will ask insightful questions to understand what you want to achieve in life and uncover a clear understanding of both your short- and long-term goals. All future decisions in the financial planning process will stem from this information.

     

    Analyze and Develop

    Over the course of the next few weeks, we will work diligently behind the scenes in a team environment to accurately input your financial resources into our industry-leading software to create the basis of your financial plan. That is just the beginning!
     
    After we have studied the analysis, we will strive to create custom recommendations to help you reach your life’s goals. We will consider not just your resources but also your risk tolerance, personality, and family dynamics, among other factors, to show you specifically and objectively what you need to consider to reach your goals.

     

    Plan Presentation and Implementation

    Without the guidance of a professional advisor, a financial plan is just paper with words. In this step of the process, you will begin to visualize your dreams coming to fruition. We will thoroughly review your financial plan with you and explain the steps necessary so you can appreciate and understand what you will need to do in order to have a well-organized path to reaching your goals.
     
    Your plan will include written guidance to implement each step along the way. Following the plan presentation, you will be equipped with an action checklist to help guide you through the recommendations that require follow-up on your part. Our 60-day checkup assures that nothing falls through the cracks and that the implementation of your plan is moving in the right direction.

     

    Ongoing Monitoring and Progress Review

    The final step in the financial planning process involves the ongoing monitoring of your portfolio and progress toward your goals.
     
    As time goes on, we will be diligently monitoring your investment accounts, strengthening our relationship with you and your family, and making updates to your plan and investments to reflect any changes in your life.