Lauren M. Williams, CFP®, CRPC®, MBA

Your Wealth. Your Life. Your Financial Journey.

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ProsperPlan Wealth Lauren M. Williams, CFP®, CRPC®, MBA
Rancho Cordova, CA

Serving Clients Nationwide

Your Wealth. Your Life. Your Financial Journey.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Lauren Williams. As a devoted mother, and the co-founder of ProsperPlan Wealth, I bring intention and compassion to everything I do. I enjoy working with most types of people, but I find it especially rewarding to work with women and with people who have experienced significant life changes, including divorce or the loss of a partner.

Resilient people are often natural caretakers. They tend to make great planning partners. They become nurses, moms, coaches, volunteers, managers, educators, leaders, doctors, and business owners. It’s no surprise that we tend to connect with people who have similar life experiences to our own.

Whether we have parallel histories, or our primary commonality is that we have your best interests at heart, and we want to see you reach your financial goals, as your advisor, I promise that I will be committed to helping you build and protect your wealth through careful planning, steadfast organization, compassion, and unwavering moral support.

Following a Family Legacy

I realized early on in life that money and finance are complex (and often emotional) subjects, and that not everyone possesses the same level of comfort navigating these topics. My journey into financial planning, and teaching financial planning courses to other advisors, was motivated by a desire to possess, and to share, the kind of knowledge and expertise that empowers people.

Like a good doctor, be it physical health, or financial health, a good financial advisor should possess empathy and the ability to clearly explain and educate you about how you are going to improve your situation. With over a decade of hands-on advisory experience, I have dedicated myself to providing specialized financial guidance to individuals, families, and the incredible team members from Kaiser Permanente.

Advising is my chosen profession, and I love it. And I make it my mission to build strong connections rooted in trust and understanding. (My #1 source of new clients is referrals from other happy clients.)

Life Outside of Work

Beyond my role as a financial advisor, my life is enriched by my passion for travel and my loving family. I have a daughter, Stella, and a husband, Ian. I derive joy from having a positive impact on my community, exploring new cultures, and empowering people around the world through personal finance. Our shared adventures are not just about discovery but also about making a positive impact.

I actively support organizations like Together Women Rise, which aims to create lasting change in vulnerable communities worldwide.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)
  • Master of Business Administration (MBA)

Primary Location

2377 Gold Meadow Way, Suite 100, Gold River, CA 95670

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. Discover more about your financial journey with ProsperPlan Wealth in this complementary introductory session. We will provide an overview of our services, discuss your financial goals, and outline how our expertise can support your aspirations. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Choosing ProsperPlan Wealth means choosing a partner who is dedicated to your financial well-being. We are here to help you navigate life's transitions, plan for the future, and achieve your financial goals with confidence and peace of mind.

We believe this is how advising, and life, should be.

Who We Help

At ProsperPlan Wealth, we know that each client has a unique vision and specific goals and circumstances. While not comprehensive, here are some of the people and groups we proudly serve:

✔️ Retirees & Pre-Retirees

We work closely with retirees and their family members offering comprehensive financial planning that spans generations and supports those going through significant life transitions. In the event of death, we help partners regain their footing, make difficult but important financial decisions, and find their way.

✔️ Business Owners

Small businesses are a cornerstone of the economy and the American dream. As a close-knit firm that emphasizes community, we understand you and you are important to us. Our expertise extends to small business owners who are approaching retirement, providing tailored financial strategies to ensure a smooth and prosperous transition.

✔️ Kaiser Permanente Employees

We have a long history of devotion to meeting the financial needs of the nurses and healthcare professionals at Kaiser Permanente. We take immense pride in supporting the people who help keep us healthy, and we make it our business to know the ins and outs of Kaiser Permanente’s retirement plans and benefit packages.

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Education

California Lutheran University, Master of Business Administration - MBA, Financial Planning | Hawaii Pacific University, Bachelor in the Science of Business Administration - BSBA, Finance, Economics

Hobbies and Interests

  • Family
  • Traveling
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Gen X
  • Widow
  • Women in Transition
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.