Martha S Williams, CFP®, CRPC Williams Wealth Services
- 3380 Travis Pointe Rd Suite E1 , Ann Arbor, MI 48108
- (734) 786-3870
- http://www.WilliamsWealthServices.com
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!
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Coronavirus Relief
- Financial Coaching
- Gen X
- Pro Bono
- Women's Finance
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
