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:
If we can help,
If so, what is the scope of the work and any applicable fees, 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