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Utilizing a Team-Based Approach to Align Your Financial Picture


What It’s Like Working With J.F. Williams Co., Inc.


Step 1

Initial Meeting


The purpose of this meeting is to get to know each other by covering 5 primary areas:

  • Getting to know our firm and our philosophies
  • Getting to know who we work with
  • Discussing your personal situation dreams, and where you want to be in the future
  • Understanding our planning process
  • Taking the next steps if you determine moving forward with a relationship is a good fit




Step 2

Discovery Interview


A detailed interview about your experiences, ideals and values to provide us with an understanding of what has shaped your past and present, and where you want to be in the future.




Step 3

Collaborative Plan


A detailed presentation of your financial plan combined with collaboration over adjustments and changes that can bring you to where you want to be in the future.




Step 4

Investment Policy Development


A conversation about our investment philosophy and your willingness to accept risk. This culminates in the development of your personalized Investment Policy Statement, which formalizes the framework for guiding your portfolio through any market condition.




Step 5

Investment Policy Implementation


A review of your formalized Investment Policy Statement and the implementation steps for your portfolio. You’ll also have the opportunity to execute any account forms and agreements.




Step 6

Annual Review


A meeting to review, update and adjust your financial plan and to ensure your investment policy aligns with your willingness to take risk.


Our Team Pledge to You


As a Registered Investment Advisor (RIA) firm, we prioritize fiduciary care. We serve your highest financial interests across our entire relationship with you - not simply a one-time transaction.

You – and only you – pay us for the fiduciary advice and planning we provide. Our costs are transparently discussed in our initial meeting, but our goal is to keep you informed even before then.

Initial Set-Up

We bill a simple, one-time fee to help you start off on the right foot with:

  1. Your personalized financial plan: $2,500
  2. Your custom-crafted Investment Policy Statement: $1,000

Comprehensive Ongoing Care

Throughout our relationship, everything we do for you is covered by a single annual fee - billed quarterly and based on a percentage of your assets under management. For additional details, you can view our fee schedule here.