Focusing on 3 key areas, we design a financial plan that is specifically tailored to your success. Since 1995, J. F. Williams Co., Inc. has served as a fee-only, fiduciary advisor for those who want to manage their money for a lifetime. We build life-long relationships that feel calm and comfortable, informed and relaxed. Throughout all life stages - whether planned or unexpected - we'll help you keep your financial interests and tax-sensitive transactions carefully organized, and consistently on track.
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At J.F. Williams Co., Inc., we believe in helping our clients define their "why" as it relates to their financial picture and the meaning behind their wealth. Because financial education isn't taught as we believe it should be, we've taken it upon ourselves as professionals to encourage individuals to feel empowered to make good financial decisions.
At J.F. Williams Co., Inc., our financial planning process helps you transition through all stages of life. Whether you're planning to expand your family or preparing for retirement, we'll guide you through the process of doing so successfully. Whether they're good or bad, sudden or long-anticipated, transitions are the driving force behind your financial plan.
When it comes to financial planning, we coordinate with our clients to gain an understanding of their overall financial picture by discussing cash flow, budgeting and debt consolidation. Part of our Discovery Interview process involves approaching your experiences with money, any lessons you've learned and your overall attitude when it comes to managing your wealth.
A detailed interview about your experiences, ideals and values to provide us with an understanding of what has shaped your past and present, and where you want to be in the future. A collaborative meeting to understand the myriad of possibilities ahead, explore a range of scenarios, and understand the inevitable trade-offs and choices you can make along the way.
Third Quarter 2021|Jim Williams| This is a brief revisit of some basics of personal finance. Consider this cash flow paradigm: Income, less taxes, less consumption equals investment. A different statement of the formula is that money from income can only go one of three places: taxes, consumption, or savings/investment.
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