Lucila Williams, CFP,

Founder: The Intentional Advisor  

Lucila Williams CFP® is the founder of The Intentional Advisor, a practice management consulting firm dedicated to helping financial advisors build their practices with PURPOSE and on PURPOSE.  She is also the President of LOTUS Financial Partners*, an advice-based comprehensive financial planning practice in Denver, CO.  

Lucila will guide you through a practice assessment to help you clearly see the strengths and areas for improvement in your current client service model.  She will also outline the 5 key components to delivering a high-value, client-centric, comprehensive financial planning EXPERIENCE in your practice.