Woodson Wealth Management
It’s free, with no obligation to book
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
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Customers rated this pro highly for professionalism, work quality, and value.
Personal Financial Planning
License Type: Investment Adviser Firm (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?
Woodson Wealth Management is a fee-only firm. We do not receive commissions for any solutions we use in the financial or investment strategy planning we do.
- What is your typical process for working with a new customer?
We follow the CFP(R) process throughout our engagement. You should expect a discovery meeting where we get a chance to know one another, followed by the creation of a financial plan. From there, we will discuss investment solutions and implement the plan. As an ongoing service to you, we will continuously monitor the plan, making changes as your situation or the markets dictate.
- What education and/or training do you have that relates to your work?
I have spent nearly 20 years educating myself and working hands-on as a financial advisor. I am a CERTIFIED FINANCIAL PLANNER (TM) which means that I must abide by strict standards as it relates to financial planning and my overall business practices. And, yes, that means that I am a fiduciary for you.