- 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 our financial planning or investment strategies. We are product and platform agnostic, meaning you don't have to move your money to us in order to work with us, unlike other firms.
- 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, personally, 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. Our team will always approach the advice we give you from this perspective. And, yes, that means that we are fiduciaries for you.