Browsing blog category: 

feeonly

How to start the new year off right

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

Read More »

Jamie Lima Launches Subscription-Based Financial Planning Program

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

Read More »

How to talk to your kids about money

This content is developed from sources believed to be providing accurate information. 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

Read More »

Jamie Lima Launches the Emerging Millionaire Method™

Some people see the term “Wealth Manager” or #wealthmanagement and it makes them feel unqualified to work with me/us. Nothing could be further from the truth. The old way of conducting business–sitting behind a mahogany-desk, and banging out calls to get people to buy the next hot IPO or telling

Read More »