Episode 278 - A Conversation with James Woodall on Money Legacy Vision and Goals - 0722

 

 

YouTube Video Link:       https://youtu.be/Jv4dDPTvPPI 

 

ABOUT

James Woodall is the Founder and CEO of Woodall Wealth Management. James’ passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn’t for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather’s passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University’s program. The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn’t working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.

 

 

GO TO: https://www.woodallwealthmanagement.com/guides-checklists    This is a great place for people to start. I have 13 free .pdfs (the number may changed over time) that will give people answers and a path to common questions. Ultimately if they don't have the ability to answer and solve these questions (don't worry they're not alone), the will to go through each of these or simply the time to review, those are  the clients we look for and look to help out. Worst case scenario, people learn more about their financial lives and goals.