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You’re the CEO of Your Business,
Let Us Be the CFO of Your Life Virtual CERTIFIED FINANCIAL PLANNERS­™ for
Emerging Millionaires Get Started You might not be a millionaire today, but if
you follow our proven process, you'll be on your way to becoming one!







>16

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YEARS OF
ADVISORY EXPERIENCE




>$1.8B

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IN ASSETS ADMINISTERED
OR MANAGED




>850

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HOUSEHOLDS SERVED







RETIREMENT
PLANNING



INVESTMENT
MANAGEMENT



CASH FLOW
MANAGEMENT



DEBT
MANAGEMENT



TAX
MANAGEMENT



ESTATE
PLANNING






AS SEEN IN:




CASE STUDIES



Note: Name(s) and some material information has been removed to protect the
clients’ identity. No portion of the content should be construed by a client or
prospective client as a guarantee of any sort.

CASE STUDY ONE

Emanuel and Sandra from Orange County, California are both in their
mid-thirties, and proud parents of twin boys. They have many competing
priorities while trying to put a plan in place so both of them don’t have to
work forever.

Read More

CASE STUDY TWO

Alison is 26 years old and has no understanding of financial management at all.
She wants to understand how to better manage the money she is making and how she
can make it grow to have a strong base for her future.

Read More

CASE STUDY THREE

Brett and Susan are a young couple, in their early 30s, living in Wisconsin.
They started out with one set of financial goals, which then shifted after they
reached out to us and we completed their financial plan. It was then that they
decided to change course in their life.

Read More




ARE YOU
AN EMERGING
MILLIONAIRE?

YOU MIGHT NOT BE A MILLIONAIRE YET, AND THAT’S OK.

Are you just starting out?

Have you been working for some time, and are now making good money?

Do you have concerns about your ability to manage your financial priorities as
you prepare for retirement?

OUR PROVEN EMERGING MILLIONAIRE METHOD™ WILL HELP!


Get Started
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Fee-only

We won’t gouge you with fees, and you’ll have several cost-effective ways you
can work with us.

Jargon-free

We won’t bore you or try to confuse you with fancy financial terms. We’ll always
give it to you straight.

Planning for your busy lifestyle

You’ll have access to your accounts, including performance metrics, 24/7. And,
you can choose to work with us 100% virtually.

Fiduciary approach

You will receive the same advice we would give to our own family members at all
times. Check out our signed Oath here.


ADVISORS BUILT FOR YOU

Millionaire-level advisors who grow with you, not from you.

We’re not your grandpa’s financial advisors. We bring millionaire-level
expertise at affordable rates everyone can afford.

Get Started



IT’S YOUR
FUTURE.
IF NOT NOW, WHEN?

THE FUTURE WILL BE HERE BEFORE YOU KNOW IT.

The biggest mistake investors make is to give in to

procrastination.

Don’t be that person.


I’m Ready

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READY TO START MANAGING YOUR WEALTH?

Let’s Get Started!


WE LIMIT CAPACITY EXCLUSIVELY AND THERE ARE ONLY A FEW SPOTS AVAILABLE TO
QUALIFIED CANDIDATES.



UNDECIDED? NO WORRIES!

It’s understandable to be hesitant about getting financial management support
when you don’t know us.

That’s why we are here to help educate you about the things you don’t know or
understand. We pride ourselves in being educators first and advisors second.

Your future financial success depends on how well you understand what is going
to create wealth for you and how to make the most of the money you earn. Only
then can we help you create the best financial plan and wealth management
strategy to suit you and your lifestyle.

Use the form below to get immediate access to our Library of resources and
access to our Monthly newsletter.






Δ


Woodson Wealth Management is a fee-only, financial advisory firm dedicated to
helping you continue to do what you love to do with ZERO financial stress.
Home
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Why Us
Contact Us
Privacy Policy
Website Disclosure
Firm ADV
Client Relationship Summary (CRS)
 Email us: info@woodsonwm.com
 Call or text: 858-923-4500
 Office: 760-566-8533
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© 2021 Woodson Wealth Management and Consulting Inc. All rights reserved.



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