Martha S Williams, CFP®, CRPC Williams Wealth Services

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About Martha S Williams, CFP®, CRPC

You started your own business and you love it! In addition to providing your family with a great income, your company has given you the flexibility and freedom to live the life you imagined. As the demands of your business increase, however, it’s easy to overlook your personal financial needs.

While your business expands, it’s crucial to ensure your money works hard for you and your family. You need a plan for your future, a legacy for your loved ones, and a financial partner to not only develop that plan but to help you live it with confidence.

That’s where I can help. As a woman entrepreneur and mother of two, I understand how overwhelming life can be. Having worked in the financial services industry for over 30 years, I can help you achieve your goals and strengthen your future. Let’s chat!

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Ideal Clients

  • Business Owner
  • Financial Wellness
  • Generation X
  • Women

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly: $500 Upfront and $100+/month
  • Hourly Fee: $400/hour
  • AUM: .85% – 1.5%

 

SEC Records

States Registered

  • Michigan

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