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4424 6th Avenue
Suite 1L
Tacoma, WA 98406

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Barb Williams & Associates LLC

(253) 879-9549

 

The Process

Financial Planning

Financial Planning is a growth process, and we go through that process step by step. And, as with all growth, it's sometimes painful. A plan is developed, a discipline is mastered and storms occur. Alterations must be made. The process of financial planning requires communication, commitment and teamwork much like that in the life of a family, work and community.

Through our collaboration, this is what I help you do. We define, plan, execute and adjust. I review and make recommendations for adjustments to your investment portfolio as the economic cycles change, and as your time horizons and goals change. We converse and problem solve. Our ongoing communications is crucial to the viability of the process.