Financial Planning

 


Our process starts with an easygoing, confidential conversation between you and Burt Williamson. We'll spend 30 minutes to find out if we would be a good fit working together.

Burt hopes to build a long term relationship with you and provide you with clear, practical and objective advice. He is committed to helping you make informed financial decisions to help you achieve your goals.

PlanPrep can help you navigate through the myriad of financial choices and obstacles that will arise along the way to achieving your goals. Here's a look at our process:

Note that you can take your plan and implement it on your own or you can do so with us. The choice is yours. We hope you will implement your financial strategies with PlanPrep, so we can help monitor your plan and strategies, but you are under no obligation to do so.

When you invest with PlanPrep, your accounts are held with a professional custodian to keep your money safe.

We'll provide you with illustrations for insurance products that are intended to protect your assets and lifestyle. If you don’t need any insurance, guess what? We aren’t going to recommend any to you. It’s that simple. We’re on YOUR side!

See our fee schedules for planning and investment management in the Client Disclosure Brochure.

If you hire Burt and PlanPrep to implement your strategies, we would have a follow up meeting within 45 days after your strategies are in place to review the paperwork you receive.

We'll meet regularly after that either on a quarterly or semi-annual basis, or when major changes occur in your life or the economy. You'll have Burt's cell number, too, in case of an emergency. As you know life happens at all hours of the day and week – not just during business hours!

You will find Burt Williamson and PlanPrep to be very proactive in serving your needs.


There are NO endless questionnaires to fill out and you don't have to prepare a budget (unless you really want to do so).

You may schedule a call on Burt Williamson's calendar by clicking here.