Awareness Financial / Woody Financial Group
Awareness Financial / Woody Financial Group

Awareness Financial / Woody Financial Group

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Introduction: I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works? My mother was a teacher, and I am an educator at heart. I am intensely passionate about educating people on the realities of how all of the financial tools available to them play out in the real world. I love showing people what options are out there and that it's possible to be financially successful without having to sacrifice one financial goal to accomplish another.
Overview

Hired 1 time

20 employees

96 years in business

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Reviews

Customers rated this pro highly for professionalism.

4.0

1 review

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pro avatar
Chad W.
Aug 27, 2017
Good
Personal Financial Planning

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I am not a fee based advisor, and there is no charge for a consultation.

  • What is your typical process for working with a new customer?

    Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time.

  • How did you get started doing this type of work?

    I am excited to meet anyone who wants to be helped, is curious to know their options and what's possible, or just open to some fresh ideas and insight.