Our flat-fee approach to financial planning is transparent and tailored to your needs. We offer ongoing, project-based, and hourly engagements with no asset minimums or the requirement to manage your money.
You don’t need a million dollars in assets in order to receive the best financial guidance in the industry.
We work with mid-career professionals across the country, those earning over $100,000 per year, to help them better manage, maximize, and grow their wealth.
And, we do so on a fee-only basis. No product sales, no commissions, and no sales quotas.
Since we are only paid by you, your savings and wealth aren’t eaten up by excessive fees.
We were fiduciaries before it was cool to say so. This means that we are bound both legally and ethically to act in your best interests, and we've signed an Oath stating so.
We are Virtual CFP® Professionals. Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals, and an even smaller number of them do so in a 100% virtual setting.
Equally important, we won't try to overwhelm you with fancy terms and industry jargon. We simply focus on providing you with the financial education you deserve.
In this 15-minute informational meeting, we’ll spend some time getting to know you and you’ll get to know us. If we’re a fit, then we’ll explain and explore next steps with you. There's no obligation.
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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.
Join the WWM Insider™ Program for free and get access to exclusive, members-only content like free resources, ebooks, webinars and email updates to help guide you towards financial freedom. Yes, it’s free.
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.
If you have any questions, feel free to contact us or schedule time to talk with us about your specific situation.