Are You Ready?

Welcome: Lets see if we can help

Our process is here for people who care about their family and future, to gain Clarity and move forward in their lives with confidence.

“Every couple or person I have met with over my entire career, who were introduced to our firm, and came in for an initial meeting ---- needed some level of financial planning help. The issue, concern or opportunity they came in with, is usually just a symptom of a bigger challenge that is in front of them. In that first meeting, we listen, ask questions and seek to understand what they know and don’t know about their overall situation, and what concerns them the most.

It’s like looking at an Iceberg: You can only see what you can see from what you know, and don’t realize that there is so much more under the surface that you need to know about, to see the entire picture. It is our duty to make you aware of that” – Ronald E Williams, Jr. CFP – Founder and President

A Process to Inform, Educate and Inspire You

In our experience, There are a number of planning strategies and opportunities that are being missed because Most people do not have a Fiduciary, Comprehensive plan or someone to put all the pieces of the puzzle together for them.

They may have someone that they have used for some level of planning, or have ventured on their own to invest money but they feel uncomfortable and know that they are not 100% confident in their financial plan. They may be missing out on important issues and strategies and are not on the path for current or long term success. Our Process will Inform, Educate and Inspire you so you can move forward with confidence.

Since all of our new clients are introduced to us from our existing clients, we are committed to take the time needed to help you fully understand your financial situation and show you what you are doing well and what you are missing out on, with no Cost or Obligation to work with us – it will be just an investment of your time.

You deserve to know where you are, see the entire picture so you can be empowered to make the best decisions for your family and your future.

Video Disclosure: The strategies discussed in this video are for educational purposes only and do not constitute personalized investment, tax, or legal advice. Past performance is no guarantee of future results. Financial planning frameworks do not ensure profits or guarantee protection against market losses. Empower Financial Advisory, LLC is a Registered Investment Advisor.

Three meetings that can provide new perspective on your financial future – with just an investment of your Time.

Our 3 meeting process is our gift to you for knowing someone in our Empower Financial Advisory Community. We’ll take the time to understand where you are and what your Macro- Financial plan looks like. Then we’ll give you advice on what your next steps should be to get you on your path to financial success, and all of this is done with no cost or obligation to work with us. Your only commitment is the time it will take to go through our process.

The 3 meeting process

The First meeting we’ll cover what is concerning you and questions you have. We want to understand more about your thoughts and concerns surrounding your main issues and see the bigger picture. We will also cover our process, our planning and how we get compensated, and answer any question that you might have about us or the process.

The Second meeting we want to nail down your objectives, your timelines and collect all the information necessary for us to complete your macro-plan. We will help you get organized with what information is needed after our first meeting so you can be fully prepared for this meeting.

The Third meeting is where it all comes together and it is really an amazing meeting. We first show you your current financial plan as if we never touched it. It’s like looking at an x-ray of your current situation. From there, we can identify what is strong and what you should continue to build off of --- what is weak and holding you back,-- and then what opportunities you are missing out on through strategy and Planning. This meeting is consultative and educational. Our experience tells us you’ll leave this meeting knowing more about your planning, strategy and opportunities you have than ever before in your life. And it is at that point that we can decide if this is a good fit and if we’d like to move forward and work together. There will be no pressure. The decision is totally up to you.

There is no “magic wand” or investment to solve all of your needs. Our planning based approach helps to build your future with Clarity and Confidence.