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Woodson Wealth Management Insider™ Newsletter
We are here to educate you on how to better manage your finances and with all things wealth planning. Look out for the latest news from us and remember we are always here to support you.
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The latest from our blog:
What Japanese Art Can Teach Us About Overcoming Adversity
These past few years has been difficult for many of us, often in ways we could never have anticipated. Some of us might even feel shattered. But often, when we put ourselves back together, we’re stronger for it. Jamie has made a short video showing how you can reflect on
Advice to My Younger Self
If you could go back in time, what age would you visit and what would you say to your younger self? Hear my take on this question.
Whitepaper: What to ask when interviewing financial advisors
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.