In this four-part financial planning webinar series, our Founder & President, Jamie Lima, will teach you how to put a sound financial plan in place for your future.
Perhaps you feel as though you have no control over your financial situation.
Maybe you and your partner both have great jobs, yet you can’t quite seem to get ahead or get what you want.
Unfortunately, no one taught you how to manage your finances in school. Or invest wisely.
Sound familiar? It’s familiar to us.
Bringing in years of expertise and experience from personal successes to that of our clients, we’ve crafted this webinar series to teach you how to overcome those obstacles, and plan for what’s ahead so you’re always ready.
In this four-part financial planning webinar series, our Founder & President Jamie Lima will teach you how to put a sound financial plan in place for your future.
As soon as you sign up, you will immediately get access to part 1 of 4 of the webinar series. Then, over the next few days we’ll email you the remaining parts.
Again, all for free. No frills, no hidden charges, nada! Unsubscribe at any time.
Jamie is the Founder and President of Woodson Wealth Management. His career began with Morgan Stanley in 2006, and he later joined Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of 450 high-net worth families and businesses.
He brings nearly 20 years of wealth management and hands-on experience in the Financial Services industry.
A natural coach and educator, Jamie loves helping people make complex financial decisions, and ‘making the puzzle pieces fit’ for them.