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  • Want Ongoing Support?

    After your plan is in place, Williams Financial offers continued guidance, oversight, and support through a range of different services.  These services are created to meet the many different needs of our clients.  We can help you choose the engagement that best fits your needs.  Williams Financial recommends at least a yearly financial checkup.

    Tactical Investment Management Service

    The Tactical Investment Management Service is for clients who want continuous support for their financial plan and want fully managed investment strategies.  This is the most comprehensive service we offer.  The program is designed for clients who seek full-time support, guidance, and oversight of their financial lives.  It includes daily management of investments, on-demand support (both in person and on the phone), enhanced financial coaching throughout the year, and an annual financial plan update.

    This program is best for clients looking for unlimited help accomplishing their financial objectives and day-to-day management of their investment portfolio.  It includes at least two meetings a year and ongoing support.

     

    Ongoing support fees

     

    Quarterly Advice and Review Service

    The Quarterly Advice and Review Service is designed for clients who take a more active role in the day-to-day management of their investments but want additional support and guidance in accomplishing their financial goals outlined in the plan and support with executing the investment strategy.  In this program the client may choose to manage and execute trades in their investment portfolio or they may request assistance from us to do this work on their behalf.  We give clients quarterly guidance and consultation as outlined below.

    This fixed-fee program is based annually upon the approximate hourly support given to each client based upon their specific needs.  Clients are provided unlimited, ongoing support throughout the year for any issues that may surface regarding their existing financial plan and investment strategies.  This program includes portfolio review reports, delivered quarterly, and an update and review of the client’s financial health during an annual meeting.

    Our fees start at $4,000 per year and are billed quarterly, in arrears. Trading assistance may be an additional cost.  A 10% discount off of our standard hourly rate is applied for this work.

    Annual Advice and Review Service

    The Annual Advice and Review Service is designed for clients who take an active role in both their investment management and accomplishing their financial goals outlined in their plan, but would like the guidance and accountability of an annual update.  This fixed-fee program, which is based on the complexity of the issues and the estimated hours needed to provide an adequate review of the client’s financial health, including the portfolio, on a yearly basis.  In addition, clients are given time-limited advice throughout the year.

    Our fees start at $1,600 per year and are billed quarterly, in arrears. Trading assistance and additional assistance above the time limit is available at an additional cost.  A 10% discount off of our standard hourly rate is applied for this work.