Sean Williams

My Process

You've spent years building something: a business, a career, a family, a nest egg. Now you want confidence that it's all working together, that you're not overpaying in taxes, and that retirement (or a business exit) will go the way you've pictured it. But financial planning often feels designed to confuse you. Too much jargon, too many moving parts, and too many "advisors" with a product to sell. It's frustrating to work this hard and still wonder if you're getting it right. You deserve straight answers. That's exactly why Cadence Wealth Partners (CWP) exists. As a fee-only fiduciary, CWP is legally required to act in your best interest and never earns commissions on its recommendations. The only incentive is giving you good advice. Your path forward: 1. Intro call. A no-pressure conversation about where you are and where you want to go. If it's not the right fit, you'll hear that upfront. 2. Discovery. Your whole picture gets mapped out: your business, taxes, retirement income, insurance, estate plans, and the goals behind the numbers. 3. Your plan. You receive a written, coordinated strategy with clear next steps. It also comes with interactive tools you can actually use, not a 90-page binder that collects dust. 4. Onboarding and implementation. The paperwork and moving parts are handled for you, so your plan gets done instead of just discussed. 5. Ongoing partnership. You get regular check-ins, proactive tax and income planning, and a team you can call when life changes. And with a Marine officer veteran leading the firm, you get the same discipline, planning, and follow-through the Corps demanded in the field, applied to your finances. Without a plan, it's easy to leave money on the table, sell your business for less than it's worth, or drift into retirement hoping it works out. With one, you gain confidence that your money, your business, and your family's future are on track, so you can spend less time worrying and more time living.