Traditional Financial Planning


Our process starts with an easygoing, confidential conversation between you and Burt Williamson. We can spend 15 minutes to see if we would be a good fit working  together.

Burt hopes to build a long term relationship with you, provide you with clear, practical and objective advice to help you achieve your goals and review your action plan as your needs and the economy change over time. He is committed to helping you make sound financial decisions.

There are no guarantees, of course, which is why we need to update and tweak your plan at least once a year … or when major changes occur in your life. It’s better to fall in a shallow hole and be able to climb out than a deep one from which you may never recover.

We are committed to helping you navigate through the myriad of financial choices and obstacles that will arise along the way to achieving your goals.

Note that you can take your plan and implement it on your own or do so with us. We hope you will implement your financial strategies with us at 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 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 meet regularly after that either on a quarterly or semi-annual basis, and you can reach Burt in case of an emregency, as 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 lengthy fact finders or budgets to fill out. Call 760-688-2366 or email us at,
and we’ll send you a one-page checklist of materials and a brief questionnaire about your goals, dreams and wishes.