Our Purpose; Our Passion
It starts with
Why we do what we do:
Starting with our founder back in 1989 through the team we have today, we work to keep our clients inspired to live a life less ordinary, guide and protect them in times of uncertainty, and keep them open and inspired to how they can continue to do the things that inspire them. We want our clients to know that they can live a life in crescendo, meaning the best of life is still in front of you. We want our clients to live their best lives, and pass that success and inspiration to the generations beyond them.
We just happen to use Financial planning as our tool to do this.
The planning, the focus and actions needed to attain a successful retirement is a lot like planning to summit Mount Everest.
Saving $3.0 Million Dollars so you can retire is a goal, but it is also just a Tool. Who you believe you can become after reaching your goal (the summit), that inspiring idea of what you want to do After this accomplishment, and who you want to become for yourself, your family and your friends, and Why, is The Ultimate Goal.
Through our Comprehensive Wealth Management process , we work with our clients to show them all the tools they have available to them to build wealth and climb this mountain of risk and savings. We guide our clients through their current obstacles, and show them the choices they have in which path to follow as the journey unfolds but never losing sight of the goal to reach the summit. Acting as a type of Retirement Sherpa if you will, we want to share in the responsibility and eventually the success of you making it to the summit, meaning you now have enough income and capital, that work is now optional and retirement is affordable. We thrive on this partnership to the top for your benefit but it does not end there. What we do next is very important to understand. Just like the sherpa who has helped an explorer to summit Mount Everest, their next job is to get them safely back down so they can go live the life they want as a person who accomplished such an amazing feat.
Summary: Through Financial Planning, we work with clients who want to work hard for their goals. They want guidance and Advice so they can be inspired and Empowered to make the best decisions for themselves and their family on the journey to financial independence and especially after and ongoing so they can maintain their comfortable lifestyle.
Creating a fundamental and Experiential path for our clients:
Getting to a point in life with the means to retire comfortably and with the statistical probability that you will never run out of money is a worthy Goal.
You deserve more than that; there is much more out there for you! Over our first 3 decades of helping clients retire in comfort, we’ve watched and learned how successful families used our guidance to do more, be more and matter more throughout their retirement. We continue to evolve our Financial Planning to help our clients use our process to help them attain their level of Financial Self Actualization and at their own pace.
Inform, Educate and Inspire through our process
We’ve learned that every new family we meet, generally understands where they are financially and have set their goals and aspirations based on that limited knowledge. Once we meet and are able to do our work and show them exactly where they are financially and all of the fundamental planning strategies they may be missing out on to achieve even their most basic goals, “the lightbulb goes off”!
This usually starts early in our process in just our 3rd meeting together, but it does not end there.
How can you possibly plan for a great future if you don’t have all the facts and opportunities laid out for you? It is like walking though New York City where you can only see what is limited or directly in front of you and making plans based on that point of view versus being at the same position but in a helicopter where the views and opportunities are now endless. You know exactly where you are.
When you know you can take control of your Financial Planning, you become Empowered and you become inspired to create an amazing future.
We have created and continually update this new fundamental process to work with our clients in their Financial planning.
It starts with Fundamental Assessment. We say this process takes you from Uncertainty to Clarity and it is updated every meeting with every client.
Next is Exploring the Possibilities. It is living the working plan; with a clearer vision of the future, you find more ways to chase your passions and uncover what you value most in your life. It's Future Pacing at its finest through Financial planning.
The next stage is Financial Self Actualization. We see our clients focus well beyond the money; it’s more about Family, legacy, helping others, providing hope and inspiration, and making their area of the world a better place.
Every client progresses through these stages of financial independence at their own pace and our guidance just helps empower and inspire them to live this life less ordinary and in crescendo.
Everything we do, every day is based on our Why; Our Purpose, our Cause and our Belief.
We are created a client focused planning process and service strategy focused on your changing needs and goals.
There are only so many hours in a day, so every company has to decide how they manage the man hours needed for servicing clients vs marketing for new clients. You cannot serve 2 masters: something has to give. For us the choice is simple. We choose to spend all of our time working for and adding value to our current client relationships. That is why the only way we grow is by our clients or our professional alliances telling other people who they believe can benefit from our work about us and introducing us to them. In our industry, Scale or Scaling your business means to grow by adding as many new clients, add as much in assets you manage as you can in as many locations you can do it so you can build the value of your practice so you can have the option to sell it in the future for a nice lump sum.
Our vision of Scale is very different.
It is how can we do more, matter more and be more to our current clients through the planning and services we provide. Our focus is not to spend time marketing, ( Seminars, Ad’s or commercials, etc.) and trying to appeal to strangers. By focusing on our clients, and the services we continue to improve and provide to them, we grow by those same clients introducing us to people who are just like them and if they fit, we can add them to our community. Our clients are the ambassadors and the living examples of the work we do.
The Empower Financial Advisory way- what we stand for - our Focus and our passion.
Using our financial planning as a tool, we strive to deliver meaningful outcomes working with the right people. We want to create a higher standard to the benefits that Financial planning can provide.
Creating a Fundamental and Experiential path for our clients
- We believe that people deserve to understand what they can get out of life and be inspired to do so.
- We believe that as we help our clients climb the mountain of actions and decisions to be able to comfortably retire, that we are there to make sure that they realize they have indeed achieved that life long goal, but now it is time for us to help them safely down that mountain and transition to a life where they can chase their real lives passions and who they want to become.
- We believe that accomplishing the goal of a comfortable retirement is not the primary achievement; Its who you now become by accomplishing that goal. A position in life where you can be more, do more and matter more in the lives of your family, friends and your community.
- We believe as we guide our clients along their life’s journey, we can make them comfortable and feel great about their planning, our advice, and moments of change as their lives unfold and their needs evolve. Being able to work with our clients this way gives us energy and is the main reason we come to the office every day.
We believe our clients live a life in crescendo and they are inspired to do the things that inspire them everyday. Through our planning process, we provide our clients with the Confidence, the perspective and the re-assurance they need so they can continue to prosper in their life’s passions and we can inspire them to do so.
Planning Philosophy –
A message from our Founder
Ronald E. Williams Jr., CFP
Everyday my energy comes from the ongoing work we do with our clients, to inspire them, give them the confidence, perspective and re-assurance to do the things that are important and that inspire them to be in full control of their lives and their future.
Since 1989 as I started my journey as a Financial Advisor, my vision was to be “The Trusted Advisor” in the center of my clients lives. More than their accountant, more than their attorney be that someone who can help them put all the pieces of the puzzle together. But also, not to replace them, but to enhance the relationship of having those professionals in their lives and me being the client advocate and take the responsibility that everything is working to the clients vision.
Dan Sullivan from the Strategic Coach defines ones “Unique Ability” as, At the core of our being are characteristics and values entirely unique to you that help you connect with your deepest self, and find your purpose in life. I ran the exercise by giving their questionnaire to my Family, my friends, my team and some of my clients to help me find what they think my Unique Ability is. This is what they came up with.
My Unique Ability is: I show possibilities and create solutions that inspire my clients to dream big, and achieve personal success beyond their expectations. This is my highest calling and what makes me tick. My Vision of my work was and is: Meaning more and having deeper relationships with fewer clients (being all things to some people vs trying to be all things to all people). My goal is a life long commitment to our client and their family.
The relationship, trust and confidence is shared by my team within our firm so we can deliver not just extraordinary service, but also to create special moments that help our clients along their journey and can change their lives. It is great to see our clients become more in control and excited about their future as we work our process. It is also rewarding to see who our clients become from where and when we started.
I’ve worked to take my Fiduciary duty to go beyond the Financial planning we provide for our clients. I want to be there to help them be more, do more and matter more in their lives, with their family, and in all things that inspire and matter to them. With their new, inspired vision, we can enhance the core work we do in their ongoing Financial Planning to match that vision.
We have built a team over the years who share that vision and come to work everyday excited to see how we can make a difference in someone's life today.
We know that every day we are not just working, we are building something within our firm our team and our clients that is bigger than the daily work we do. It is like working hard everyday to put that one stone on top of the other but over the long term, the result is a pyramid that will endure time. I could never be able to provide that type of service, and create the special moments on my own, but as a team it is possible. We create that environment for all of our clients and love to see the results of our work.