No one taught you how to manage your finances in high school did they?
And, when you hear the words “Financial Planner” all you want to do is run the other way because you think that all they do is take your money in fees or try to sell you something to earn a commission, right?
What if this time it was different?
What if you only paid for the advice you were given?
What if you didn’t have to have $1,000,000 in assets to get an advisor’s attention?
What if your advisor talked with you, and not at (or down to) you?
That’s where we are different.
And, when we say we’re different, we mean it!
We pride ourselves on being educators first, and advisors second.
Why? Because with education you can learn to manage your finances in a way that works best for you.
And with our help, you can better understand wealth management and how to create goals that set you up for life. And the simple ways to achieve those goals.
Our team loves to educate. We publish YouTube videos on topics that will help you grow your knowledge. We also publish blog posts and hold webinars to help you understand the things you haven’t been taught about finances in school.
Our WWM Insider™ Newsletter provides readers with downloadable material as well as market updates and other educational topics.
We have been where you are.
We understand what it’s like to not understand how to manage our finances. That’s why, our founder, Jamie got into this career.
Not growing up with much, he wanted to learn and understand how to better support himself and his family by gaining the knowledge to manage and grow his wealth.
That in the longer term led to less stress and the ease of knowing that his family was secure should anything happen to him.
Jamie no longer had to stress and worry about making the best use of his money. He set his goals and put his plan into action.
Woodson Wealth Management is here to support you to do the same.
Don't just take our word for it.
Here's what people say about us
Disclaimer: These are actual reviews provided by actual clients. We do not provide any compensation or other incentives for their reviews.
Make our next success story yours.
Note: These are not ficticious, but the name(s) and some material information has been removed to protect the clients’ identity. No portion of the content should be construed by a client or prospective client as a guarantee of any sort.
Emanuel and Sandra, from Orange County, California, are both in their mid-thirties, and proud parents of twin boys. They have many competing priorities while trying to put a plan in place so both of them don’t have to work forever.
Alison is 26 years old and has no understanding of financial management at all. She wants to understand how to better manage the money she is making and how she can make it grow to have a strong base for her future.
Brett and Susan are a young couple, in their early 30s, living in Wisconsin. They started out with one set of financial goals, which then shifted after they reached out to us and we completed their financial plan. It was then that they decided to change course in their life.
Join our WWM Insider™ Newsletter
Get access to exclusive, subscribers-only content – for free.
Sign up below!
Get updated, stay informed.
The latest from our blog:
Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that
Volatility and corrections are normal, predictable events that occur regularly on all markets. It should come as no surprise. The surge of fear and negative news often leads to a dramatic correction that purges fear from the markets. In this video, I deep dive into why you should not panic
Raising financially literate kids take work. Money skills are critical to your child’s future. While money can’t buy happiness, it does confer material stability – everyone needs a house, healthcare, and a retirement plan, for example. Also, knowing you have enough for a rainy day can bring you peace of