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Financial Planning

At Woodard & Company, we understand that financial planning is a personal journey. Our goal is to provide you with the guidance and tools you need to achieve your financial goals, whether you’re planning for retirement, saving for education, or managing your investments.

Woodard & Company has two Certified Financial Planners® on our team that are trained to create comprehensive financial plans tailored to your needs.

This service that our firm offers is free of charge to prospective and existing clients. Typically, firms will charge thousands of dollars for the service.
At Woodard & Company, we take a holistic approach to financial planning. Our process includes:

  1. Understanding Your Goals: We start by getting to know you and understanding your financial objectives.
  2. Analyzing Your Situation: We conduct a thorough analysis of your current financial situation.
  3. Developing a Plan: Based on our analysis, we develop a personalized financial plan tailored to your needs.
  4. Implementing the Plan: We help you put your plan into action, providing guidance every step of the way.

Meet Our Financial Planners

Matthew Blades, CFP®

Matthew brings a wealth of knowledge and experience to our team. With a strong background in financial planning, he is dedicated to providing top-notch service to our clients.

Todd Senter, CFP®

Todd is a seasoned financial professional with extensive experience in helping clients achieve their financial goals. His expertise and commitment to client success makes him a valuable asset to our team.

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