Values-based guidance for change makers Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC.
WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
08/05/2025
It takes a special kind of person to be a teacher, someone who is patient, kind, and passionate about helping others. This week, we honor and thank them for their tireless efforts to shape the minds of our youth. Happy National Teacher Appreciation Week!
10/03/2025
📚 History often offers valuable lessons for today's economic challenges. The Smoot-Hawley Tariff of 1930 shaped economic policy for generations:
Then vs. Now:
🏛️ 1930: Tariffs on 25% of U.S. imports
🌎 2025: New global trade tensions emerge
🏭 1930: 35 nations protested U.S. policy
🤝 2025: Multiple trade partners signal retaliation
⁉️ 1930: Global trade collapsed
🤔 2025: Economists project 0.4% GDP impact
Key takeaway: As one economist notes, "The global economy is like an intricately choreographed dance. Tariffs are just throwing a wrench in that dance."
Want to discuss how global trade developments might affect your financial strategy? Let's connect.
Source:
Here's how current events are mirroring a key point in U.S. history that led to a trade war and exacerbated the Great Depression, according to economists.
24/09/2024
You can save tons of money getting a degree online, but not all programs are created equal! Here’s a list of the top online colleges.
Want to earn a degree online? Discover the best online colleges and universities, plus resources on choosing a school and applying for financial aid.
17/09/2024
Wanting to enjoy the outdoors while away at college? Check out this list of 50 affordable colleges all lovers of the outdoors should consider. https://bit.ly/3qc8Jj4
10/09/2024
Know someone about to enter college dorm living? These are genius hacks for organizing tiny spaces and being prepared. https://bit.ly/3nCXLSd
03/09/2024
College costs are constantly rising. So how much will you pay for your kids years from now? Use this calculator to find out.
This college cost and savings calculator projects future college costs and financial aid, so you can plan how much to save in a 529 plan each month.
27/08/2024
Written by a big sister to her younger brother, the author spells out what she wishes she had known before she went to college. The result gives a unique perspective on the impact of choices. https://bit.ly/2MUgE6g
20/08/2024
Interested in helping a grandchild pay for college? Here’s a list of ways to do so and the pros and cons of each.
Learn about plans and accounts that allow you to efficiently save for your child's or grandchild’s education while shielding the savings from the IRS as much as possible.
13/08/2024
Not sure how to get your college search started? Take this quiz to be matched up with the top colleges that best suit your interests.
Get matched with colleges instantly. Discover which university will help you reach your educational goals and potential.
30/07/2024
You don’t need superpowers to make smart college-saving decisions. But with thoughtful planning, you can avoid these costly missteps.
A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.
23/07/2024
There’s more to the cost of college than tuition. Living expenses also add up, especially in this time of high inflation. Check out these strategies that can help save thousands on college expenses.
Attending college can place a significant financial burden on students, and inflation has only worsened the costs of necessities like food and travel. Fortunately, learners can fight inflation through budgeting, taking advantage of student discounts, renting textbooks and pursuing distance education
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Do your dollars match your values?
Why do so many people feel so disconnected and unfulfilled with their financial wellbeing? Our schools don't teach it and the investment industry has fallen far short of bridging the gap. So how do you take meaningful steps to get your heart and your head on the same page when it comes to your money?
It is my belief that the highest level of financial fulfillment is when our cup runs over and we are able to use our wealth to make a difference in the lives of others. My goal is to develop thoughtful approaches for purpose-driven people who want to discover and enact a plan that allows them to maximize the impact that their time, talent and money can provide for the people and causes that matter most to them.
Our decisions around our money are a reflection of who we are and what matters in our world.
I partner with individuals, families and organizations to craft strategies that align their assets with their values. The strength of our relationship is a solid foundation built on integrity, honesty, mutual respect and authenticity. Together, we collaborate to cultivate abundance and financial fulfillment in the face of an evolving financial landscape.
We all have the potential to make a lasting difference but few have been given quality advice on how to place their values into action when they meet with their advisors.
In collaboration with the team at KIMSA, we adhere to a philosophy that wealth is more than money. Total Wealth is well-being, happiness, peace of mind. I help my clients find financial peace of mind by viewing their money as an enabling tool to help them better live out their values. I am committed to the fiduciary standard, eliminating conflicts of interest and putting your best interests at the forefront of our conversations.
To start a conversation, you can reach me at 503-303-0909 or [email protected].
If you would like to get a quick glance of how you're currently tracking on your path to financial fulfillment, click here: https://connect.emaplan.com/4cs