MyTrustedCircle - Teams of Professionals in the Two Twelve Referral Network

Trusted Professionals I Recommend

Rae Wood

Veteran, Missionary, Pastor, Non-profit Executive now serving to educate and empower people to achieve financial success and rest. I specialize in helping individuals and families become properly protected, debt free, and financially independent.

My philosophy is to educate clients so they are empowered to make the best financial decisions for their future. I have 4-pronged relational approach:

1. π—˜π˜…π—½π—Ήπ—Όπ—Ώπ—². In this phase of our relationship, we’re getting to know one another. Depending on your level of financial literacy, we’ll either review some basic principles of how money works or we’ll explore your financial objectives and goals. If we determine we’re a good fit for one another, I’ll start building your customized path to financial independence.

2. π—•π˜‚π—Άπ—Ήπ—±. In this phase, we’ll review and assess your current financial footprint identifying where you are today and where you want to be in the future. Then, my team and I will customize your strategy, with emphasis on helping you become properly protected, debt free, and financially independent.

3. π—œπ—Ίπ—½π—Ήπ—²π—Ίπ—²π—»π˜. Next, we review your customized strategy, adjust as needed, and commit to implementing it. My team and I will do much of the administrative heavy lifting, but it’s your commitment that leads to success.

4. π— π—Όπ—»π—Άπ˜π—Όπ—Ώ. I’ll be with you for the long-term, offering coaching and strategy adjustments as you encounter life changes.

I love serving people and building long-lasting relationships with my clients. I have personally benefitted from a financial education and have seen first hand the impact of financial freedom.