Talk Money Mindset with Kyle Williams
Personal Financial Guidance Tailored for Men’s Groups
Meet Kyle Williams, CPA, CFP®
I bring a unique perspective to financial advising, blending professional acumen with a commitment to personal growth. As both a Certified Public Accountant with 25 years of experience and a CERTIFIED FINANCIAL PLANNER® professional with over 12 years in the field, I offer comprehensive financial guidance that combines a deep understanding of tax knowledge with holistic planning. I help clients align their finances with their deepest values and life goals, while leveraging my extensive accounting background to optimize tax strategies and financial decisions.
Empower Your Group with Money Mindset Discussions
Throughout my years of participating in men’s groups, I noticed a glaring omission in our discussion topics: money. These groups, designed to be safe and confidential spaces where men can be vulnerable and authentic, rarely touched on financial matters. Working in finance, this absence was particularly interesting to me.
As a financial advisor dedicated to supporting men’s personal growth, I saw this as an opportunity to help integrate financial wellness into group work. I’ve developed resources and conversation frameworks to open up the dialogue around money, and offer tools and insights to help foster a healthier and more balanced relationship with money.
Why Partner With Me?
I understand the unique dynamics of men’s groups through my own 20-year journey. My background in meditation combined with professional experience allows me to address not only the numbers, but the emotional and psychological aspects of money. Through our collaboration, I’ll help you create a safe space for members to explore their Money Mindsets, set meaningful goals, and take actionable steps toward financial freedom.
My personalized approach gives you:
Frameworks for facilitating productive money conversations
Strategies for overcoming financial shame and anxiety
Practical exercises that connect financial health with personal growth
Ongoing support as you integrate these concepts into your group work
Schedule a Call
What to Expect
We’ll begin by discussing your group’s specific needs and challenges around money conversations.
I’ll share practical approaches that have worked in my 25 years of financial experience and 20 years in men’s groups.
Together, we’ll develop a customized plan to bring financial wellness discussions into your group in a way that feels authentic and supportive.
Why Work with Abacus?
At Abacus, our team works alongside you to develop a comprehensive financial plan and values-aligned investment strategy tailored to your goals and in harmony with your values. Explore below for a deeper look into what we stand for as a company and how partnering with an advisor can bring intention and purpose to your money.
