Who We Are
Your trusted partner along your financial journey
- a Certified Financial Planner™ professional and Certified Public Accountant with three decades of experience as a trusted advisor.
- a Fee-Only Advisor, which means we do not accept a commission and do not sell financial planning or investment products.
- a follower of the Fiduciary Standard of Care which requires that a financial advisor act solely in the client's best interest when offering personalized financial advice.
- a long-term partner who listens to you and makes recommendations throughout your Full Life journey, helping you to align your financial goals with your life plans.
Why a Fee-Only Advisor
When making financial decisions, you want someone who is working for you – not selling financial products that benefit the advisor. You need a trusted partner looking out for your best interest and putting your goals above all others.
That is why we choose to be a fee-only Registered Investment Advisory firm. Unlike other advisors who are allowed to consider their compensation when making recommendations, as long as the advice is suitable for the client; we have a fiduciary responsibility to offer objective advice and always put our client's interest first. We have no vested interest in the recommendations we make; only that they help you to create the Full Life you envision.
The only compensation we receive is paid directly from you, and is agreed to upfront, removing any potential conflicts of interest with commission-based products or services; allowing us to provide purely objective recommendations and advice.
Meet Kevin Williams
Certified Financial Planner™, CPA
Founder of Full Life Financial Planning
Kevin started Full Life Financial Planning to help families create a clear vision of a life that will truly bring them joy and to partner with them to achieve that life through smart financial life planning.