What Makes Us Different

Real-Life Experience Meets Professional Expertise

Financial decisions are often tied to life’s biggest transitions. Our President, Kathy Williams, has personally navigated challenges including divorce, single parenthood, caregiving responsibilities, business ownership, health challenges, and the loss of a child. This lived experience brings a level of understanding and perspective that goes beyond financial knowledge alone.

A Practice Built Around Women

Many financial advisory firms treat financial planning for women as a niche they added. Advance Financial Lighthouse was built the other way. From the beginning, our practice was designed around the financial decisions, transitions, and questions women face — from career and family through retirement and legacy. Today we serve women, the families they lead, and the partners who plan alongside them.

Our Unique 9-Step Comprehensive Financial Planning Process

From discovery to delivery to ongoing stewardship — every client, every time.

At Advance Financial Lighthouse, once we thoroughly understand your goals, values, and circumstances, we continue to gather the financial information needed to evaluate your situation. We then coordinate all areas of your life, including investments, taxes, risk management, estate planning, cash flow and debt, some business planning, and major and ongoing life transitions, to identify opportunities and potential risks.

We do this over a series of 3-4 meetings, either in the office or virtually. We develop recommendations designed around your life, not around products or accounts. Then we work alongside you to help you understand each segment of the plan and strategies, in person or virtually, and adapt the plan as your life evolves. Your business and your personal wealth are one financial life. We plan them that way.

Our goal is not simply to create a financial plan. Our goal is to help you make informed decisions with confidence when life transition events occur.

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Relationships That Span Generations

Many of our clients have trusted us for decades, and today we work with multiple generations of the same families. We are honored to serve not only our clients, but often their children and grandchildren as well.

Beyond Financial Planning

Our work extends well beyond the planning meeting. Kathy Williams founded Savvy Women Over 40, an online community for women making intentional financial and life decisions — and a volunteer, purpose-driven passion close to her heart. Her aim is simple: to help women become savvier and more confident by never being afraid to ask more questions, about anything. We believe meaningful financial education and lasting change happen through more than one-on-one conversations — and we are committed to the broader work of helping people build the lives they want.

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