Physicians & Healthcare
Healthcare professionals typically have one opportunity to make key decisions that will guide you financially for the rest of your life.
Loading planner profile...
Lauren M. Williams
Co-founder, Financial Advisor
CFP®, MBA
My Approach
I provide thoughtful, tax-aware financial planning designed to organize, protect, and enhance your wealth. As a fee-only, 100% fiduciary, my advice is conflict-free, always in your best interests, and brings clarity and peace of mind.
The Clients I Serve
Also: Business Owners, High Earning First Generation, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Greetings! I'm co-founder of ProsperpPlan Wealth, which has been voted Sacramento's Favorite Financial Planner (2025/2026), and its Favorite Wealth Management firm (2026), by readers of the Sacramento Bee. For over two decades, I’ve worked with individuals and families to help them make thoughtful, confident decisions about their wealth. People come to me carrying questions, uncertainty, and important life decisions. My role is to help bring clarity and perspective, helping money feel less overwhelming and more supportive of the life they want to live.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.