Meet Leah Williams

 

We’re excited to introduce you to the always interesting and insightful Leah Williams. We hope you’ll enjoy our conversation with Leah below.

Leah, we’re thrilled to have you on our platform and we think there is so much folks can learn from you and your story. Something that matters deeply to us is living a life and leading a career filled with purpose and so let’s start by chatting about how you found your purpose.

My journey to discovering my purpose has been shaped by some of the most personal and challenging experiences of my life. After my divorce, I felt overwhelmed by insecurity and fear about my financial future. I had no idea how I would recover, but I knew one thing for certain—I was determined to figure it out. I fully committed to learning everything I could about personal finance, investments, and planning. Slowly but surely, I built a solid foundation and achieved financial self-sufficiency. Along the way, I discovered a deeper passion: helping others in similar situations take control of their financial futures.

The true turning point came when my older brother passed away after battling cancer. He left behind a wife and five daughters, but thanks to his thoughtful planning, his family was financially secure even in his absence. Witnessing that profoundly impacted me and strengthened my commitment to educating others about the importance of preparing for both life’s expected and unexpected events.

Now, as a Fiduciary with ChFC and CLU designations, I am dedicated to helping others achieve financial independence and create lasting legacies. Whether it’s optimizing tax efficiency, building multi-generational wealth, or creating strategies for the preservation and distribution of assets, my mission is to empower people to take control of their financial lives and make decisions that protect and provide for their loved ones.

Great, so let’s take a few minutes and cover your story. What should folks know about you and what you do?

As a financial planner, my expertise lies in developing highly efficient strategies for both the accumulation and distribution phases of life. I focus on incorporating all asset classes—not just stock market-based investments—because I believe true financial resilience comes from a diversified approach.

A critical component of my philosophy is risk management. It’s essential to protect what you’ve built while also positioning yourself for growth. I help clients navigate potential risks and ensure they’re in a position of leverage, allowing them to make strategic moves that enhance financial security.

Additionally, I emphasize creating velocity with money, ensuring that each dollar is maximized and working for you across multiple avenues. By combining these principles, I empower clients to build wealth strategically while minimizing risks and maintaining financial flexibility.

Looking back, what do you think were the three qualities, skills, or areas of knowledge that were most impactful in your journey? What advice do you have for folks who are early in their journey in terms of how they can best develop or improve on these?

Looking back, three key qualities that had the most impact on my journey are grit, always doing the right thing, and constantly adding as much value as possible.

1. Grit: Perseverance is everything. Life will throw challenges your way—whether it’s financial insecurity, personal setbacks, or unexpected events. The ability to keep pushing forward, no matter the obstacle, is what sets you apart. Grit is about staying committed to your goals, even when the path isn’t easy. I’ve learned that with determination, there’s always a way forward.

2. Doing the right thing: In financial planning, and in life, always choose integrity. There will be tempting shortcuts, but staying true to your values and doing what’s right—especially when it’s hard—builds trust, both with yourself and those you serve. I’ve built my career on being a fiduciary, which means putting my clients’ best interests first. Doing the right thing has never steered me wrong.

3. Adding value: My number one goal has always been to add as much value to others as possible. Whether it’s through education, smart financial strategies, or helping people navigate life’s uncertainties, I focus on serving others. When you make it your mission to improve the lives of others, success and money will naturally follow.

For anyone early in their journey, my advice is simple: “fill your mind with truth and positivity”. Surround yourself with the right people, constantly seek out knowledge, and never stop learning. Focus on growth, whether it’s through reading, mentorship, or self-reflection. Most importantly, if you make your priority adding value to others, everything else will fall into place. Success isn’t just about achieving your own goals; it’s about helping others achieve theirs.

Looking back over the past 12 months or so, what do you think has been your biggest area of improvement or growth?

Over the past 12 months, my biggest area of growth has been becoming much more efficient with my time. As a mom of a 2-year-old, wanting to support my own mom through her battle with cancer, and striving to be fully present with the people I love, I had to re-evaluate where and with whom my time is best spent.

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