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Press Release: Jamie Lima partners with the Association of Financial Educators

March 20, 2021/in Media Coverage, Press /by Jamie M. Lima, MBA, CFP®

Woodson Wealth Management to provide ongoing seminars and webinars to promote comprehensive and widespread financial literacy.

FOR IMMEDIATE RELEASE

Ramona, CA – March 20, 2021 – Jamie Lima is proud to announce a new partnership with the Association of Financial Educators (AFE). Established in 2008 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies, organizations, institutions and entities of all sizes and in all market sectors throughout North America.

Over the last decade, AFE has worked with thousands of these groups to educate and uplift their employees and members through expertly taught, easy to understand workshops. AFE members are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity, and agree to share their knowledge without discrimination or bias.

AFE’s members are comprised of experts in dozens of finance-related fields including investing, estate planning, tax, real estate, wellness and many more. These expert instructors generously donate their time in an effort to empower corporate and community groups to take control of their financial futures. AFE’s members share the common goal of fighting financial Illiteracy, gaining community exposure, and empowering through education.

“I spent my entire career working for large organizations, overseeing nearly $1.8 billion in assets and have worked with hundreds of households along the way. I consider myself, and any advisor we add to the firm, to be a financial educator first and foremost” said founder and president, Jamie Lima. “We don’t have quotas or sales goals, but we do have aspirations of helping as many people as we can make good financial decisions.”

After 15 years of working as a financial planner for Morgan Stanley and, most recently, Fidelity Investments, Mr. Lima launched Woodson Wealth Management last summer as an independent, fee-only advisory firm with a mandate to approach all of the advice provided from a fiduciary perspective.

To learn more about Woodson Wealth Management, please visit www.woodsonwm.com.

About Woodson Wealth Management

Woodson Wealth Management is a fee-only financial planning and investment management firm dedicated to serving Gen X, Gen Y, and retirees for a monthly subscription fee and without product sales or steep minimums. Woodson Wealth Management advisors seek to create strategies for our clients so they can continue to do what they love to do with ZERO financial stress.

# # #

Media Contacts:

Jamie Lima

Woodson Wealth Management

jamie@woodsonwm.com

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How to start the new year off right

February 3, 2021/in Behavioral Finance, Financial Planning /by Jamie M. Lima, MBA, CFP®

Though we’re all eager to move on from last year, there are still many factors outside our control in 2021.

So, take some time now to be intentional about the kind of year you want to have and the factors that ARE within your control.

In this video, I’m going to share 3 easy steps to set the stage for a powerful year.

I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you find your footing this year, even in the face of continued turbulence and uncertainty.

Here’s how:

Number One: Reflect on the past year. 2020 will be long remembered for the miseries of COVID, but let’s also take a moment to acknowledge our highs. What did you achieve despite the unexpected hardships? How did you become more resilient in the face of adversity? What have you learned to appreciate or be grateful for? As I reflect on my year, I’m grateful for my FRIENDS and FAMILY. And I’m grateful for the clients who make my professional life worthwhile. I realized last year that my true needs are much, much less than I thought they were.

Number Two: Decide what your priorities are for 2021, and why. Priorities change over time, and it’s good to check in and make sure the goals you’re working toward are still the things that matter to you. If you’re on a great path, decide how you want to make progress this year. If you’re not enjoying the road you’re on, consider this your permission slip to change direction. Think about the time and effort you’ve spent on your current path as valuable experience that will inform your new path.

Number Three: Stay flexible. We don’t know what 2021 will bring. We can hope that vaccines and medical progress will bring an end to the pandemic and a return to normalcy, but we don’t know how or when that will happen. So let’s build some flexibility into our plans.

One of the things I love about my job is helping my clients take action on goals that have meaning for them. If your priorities are changing or you’re excited about something new, please reach out to me. I can’t begin to tell you how excited I am to hear about it.

If you have a question about what I’ve discussed or you’d like to speak personally about what’s going on, please use the form below to send me a message.

I’ll respond personally.

#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

January 18, 2021/in Behavioral Finance, Budgeting, Financial Planning /by Jamie M. Lima, MBA, CFP®

2020 is a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic or the residual economic hardships that followed. But with the first year of the new decade officially behind us, how can you better prepare your finances for whatever 2021 may bring? Our seven suggestions are below.

Jamie Lima Launches Subscription-Based Financial Planning Program

January 18, 2021/in Financial Planning, Media Coverage, Press /by Jamie M. Lima, MBA, CFP®

Woodson Wealth Management to offer subscription-based financial planning to ensure everyone has access to cost-effective financial advice.

FOR IMMEDIATE RELEASE

Ramona, CA – January 20, 2021 – Woodson Wealth Management, a fee-only financial planning firm founded by Jamie Lima, which opened last year, is excited to announce the introduction of a subscription-based financial planning offering, which anyone can take advantage of. On the heels of the firm’s launch of The Emerging Millionaire Method™ last month, Woodson Wealth Management’s Subscription-Based Financial Planning offering is design to provide much-needed financial advice to those who normally couldn’t afford it

“I spent my entire career working for large organizations, overseeing nearly $1.8 billion in assets and have worked with hundreds of households along the way. Many people, who could really use financial advice, were either priced out of getting it or, frankly, they wouldn’t meet the firm’s minimums,” said founder and president, Jamie Lima.

“With our subscription-based service, we can deliver financial plans and help people make secure financial decisions for a small monthly fee. Unlike other firms, we don’t have a ton of overhead and don’t have specific requirements to work with us. Folks just have to be interested in improving their financial situation. More important, we don’t make it a rule that we have to manage the portfolio in order to work with us. We’re not fitting clients into a box; we’re building the box around them.

Jamie Lima created this program after 15 years of working as a financial planner for Morgan Stanley and, most recently, Fidelity Investments. Jamie brings a wealth of knowledge in the areas of financial planning, investment strategy, and incentive compensation. Jamie has a degree in finance and received his MBA from National University in San Diego. As a CERTIFIED FINANCIAL PLANNER™ the firm’s mandate is to approach all of the advice provided from a fiduciary perspective.

To learn more about Woodson Wealth Management, please visit www.woodsonwm.com.

About Woodson Wealth Management

Woodson Wealth Management is a fee-only financial planning and investment management firm dedicated to serving Gen X, Gen Y, and retirees for a monthly subscription fee and without product sales or steep minimums. Woodson Wealth Management advisors seek to create strategies for our clients so they can continue to do what they love to do with ZERO financial stress.

# # #

Media Contacts:

Jamie Lima

Woodson Wealth Management

jamie@woodsonwm.com

#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

Make 2021 less stressful with these financial moves

January 7, 2021/in Behavioral Finance, Budgeting, Financial Planning /by Jamie M. Lima, MBA, CFP®

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.

#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

December 26, 2020/in Budgeting, Economy, Financial Planning /by Jamie M. Lima, MBA, CFP®

There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.¹

The first thing to remember: don’t let the circumstances make this an emotional decision. Buying a home is a decision that should be made based on your finances, as well as your preparedness for owning a home. Before you make any real estate purchase, you should strongly evaluate your options to figure out if you are really ready to buy.

Who’s Ready to Say Goodbye to 2020? Ring in the New Year With These 3 Budgeting Resolutions

December 14, 2020/in Behavioral Finance, Budgeting, Financial Planning /by Jamie M. Lima, MBA, CFP®

It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you finally take control of your financial life. Use these resolutions to create a realistic budget that will let you pay down your debts and give you the opportunity to put something away, while not forcing you to be too disciplined in order to make it happen.

2020 Is (Finally!) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

December 11, 2020/in Behavioral Finance, Budgeting, Economy /by Jamie M. Lima, MBA, CFP®

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the coronavirus pandemic to economic shut downs, many have felt the financial strain. If you are looking to start 2021 off on a better financial note, these seven moves will (hopefully) help make your year less stressful.

How to talk to your kids about money

December 8, 2020/in Behavioral Finance, Children, Financial Planning /by Jamie M. Lima, MBA, CFP®

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Is a Home Warranty Worth It? What You Need to Know to Decide Once and For All

December 4, 2020/in Budgeting, Financial Planning, Insurance /by Jamie M. Lima, MBA, CFP®

When buying a home, there are a lot of things to consider – including whether or not a home warranty is worth it. When you make a large purchase such as this, you know that money is probably going to be tight for a while. But the reality is, the unexpected can happen – including appliances breaking. Should you purchase a home warranty to help you out if something goes wrong? Read on to find out when you should buy a home warranty and when you will be better off without one.

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