Find the Right Financial Professional
Without the Guesswork
45 Minute Consultation with Lauryn Williams, CFP®
Stop wasting time Googling financial professionals! Let's get you connected with the right person—fast!
Find the Right Financial Professional
Without the Guesswork
45 Minute Consultation with Lauryn Williams, CFP®
Stop wasting time Googling financial professionals! Let's get you connected with the right person—fast!
Not Sure What Kind of
Financial Professional You Need?
Financial professionals come in many forms—financial coaches, hourly planners, project-based advisors, ongoing financial planners, and more.
But if you don’t know who you actually need, you could:
- Waste money on the wrong type of financial services
- Spend hours researching and still feel unsure
- Fall for scams or get-rich-quick schemes
- Feel stuck with a professional who isn't the right fit
- Waste money on the wrong type of financial services
- Spend hours researching and still feel unsure
- Fall for scams or get-rich-quick schemes
- Feel stuck with a professional who isn't the right fit
I Can Help.
I’ve been in the financial industry since 2012, and I know how confusing it can be to figure out where to start. That’s why I created this consultation—to help you make an informed choice and save you time, money, and frustration.
- Want to start hitting your money goals sooner than you ever thought possible?
- Want extra money each month AND the confidence to know what to do with it?
- Want to never wake up in the middle of the night stressing about your savings ever again?
- Or maybe… you just want to pay off those dang student loans!
What We’ll Cover in Our 45-Minute Call
✅ Understand the basics of your finances so we can Identify the right type of financial professional for your needs
✅ Break down different service models (hourly, project-based, ongoing)
✅ Explain fee structures so you know what’s fair pricing
✅ Assess your current financial planner (if you already have one and aren’t sure they’re the right fit
✅ Help to avoid scams and predatory services
✅ Leverage my network to help find a good match for you
You’ll leave this call with a clear understanding of your next steps—whether that’s hiring a new planner, adjusting your approach, or feeling confident in the direction you’re going.
Meet Your Guide – Lauryn Williams, CFP®
I’m Lauryn Williams—a Certified Financial Planner® and a four-time Olympian. I’ve spent over a decade helping people understand their finances in a clear, relatable way.
Unlike many financial professionals, I don’t offer ongoing financial planning—which means I have no hidden agenda. My only goal is to help you find the right financial plan or expert for your unique situation.
Through my years in the industry, I’ve built a trusted network of financial professionals across different specialties. I can’t guarantee I’ll have the perfect referral for you, but I’ll help you understand what to look for so you can find the best fit.
Meet Your Guide – Lauryn Williams, CFP®
I’m Lauryn Williams—a Certified Financial Planner® and a four-time Olympian. I’ve spent over a decade helping people understand their finances in a clear, relatable way.
Unlike many financial professionals, I don’t offer ongoing financial planning—which means I have no hidden agenda. My only goal is to help you find the right financial plan or expert for your unique situation.
Through my years in the industry, I’ve built a trusted network of financial professionals across different specialties. I can’t guarantee I’ll have the perfect referral for you, but I’ll help you understand what to look for so you can find the best fit.
Frequently Asked Questions
Q: Who is this consultation for?
A: Anyone who’s unsure what kind of financial professional they need, or if they’re working with the right one.
Q: How do I know if I need a financial planner, coach, or advisor?
A: That’s exactly what we’ll figure out! I’ll help you understand the different types of financial professionals and which one best suits your situation.
Q: Will you guarantee a referral?
A: I can’t guarantee a referral, but I will use my trusted network to help connect you with the right person whenever possible.
Q: Will you try to sell me something?
A: Most looking for a financial professional are looking for an ongoing relationship and that is not my bag. I do have a few other options that you can explore but IF I believe they are truly a good fit for you. My goal is to give you clear, honest guidance so you can confidently move forward, whether that’s using one of my services or connecting with a financial professional with services that are the right fit for you and your financial situation.
Q: How do I book?
A: Click the button below, choose a time that works for you, and complete payment to secure your spot.
Let's Find the Right Financial Professional for You
Let's Find the Right Financial Professional
for You
Don't waste time guessing or picking someone based on a Google search. Let's make sure you get connected with the right financial expert from the start.
- 45 minute call
- Clear, actionable next steps
- Save time, money, and frustration