Dreaming Across Generations
Providing ease of access to financial education, tools, resources, products and services to help you realize your dreams and create a limitless future.
Let's create your legacy!
Gratitude turns what we have into enough.
It's simple, we give as we grow. With a belief that we each have the ability to do what matters and positively change lives, we are on a mission to do just that. It starts with gratitude, where we are right now. We serve others in a way which adds value to countless lives with a commitment to share knowledge to help you build a better life today and dream across the generations of tomorrow.
Our focus is rooted in the ideal that everyone has a greater chance to win big and prosper when provided with the essential education to aid in overcoming the challenges we face; particularly when it comes to our finances. Woodson Legacy Partners is on a mission to build a community of passionate educators and learners, those who think big and dream bigger. Driven by passion and purpose we welcome you to join us in building wealth, creating abundance, and leaving an impactful legacy.
Our Core Beliefs
Accessibility. Financial education is essential to becoming thriving adults with a solid foundation. We strive to increase ease of accessibility for financial education, tools and resources to help you and your families make more informed decisions from a position of financial strength.
Economic Advancement. Through financial literacy we are able to build greater awareness and shift paradigms to enable more individuals and small businesses to advance economically - what we believe to be a win-win for society.
Duty. We believe each of us has a duty to not just do our fair share but to uplift others when opportunity presents itself. We have a higher calling with the power to effect change in the lives of those we touch. Our goal is to expand our reach in serving others in a way which positively impacts lives indefinitely and infinitely.
Our commitment to education
Financial literacy is fundamental. We are committed to providing financial education as a foundation to empower individuals and families to become self-sufficient, take control of your financial future and be accountable for your personal and professional growth. Understanding how money works, creating and achieving financial goals is essential to a greater level of mental, emotional, and economic well-being.
We work diligently on your behalf by continuing our education and research, staying abreast of economic disparities and changes that impact the lives of women including those in disadvantaged minority groups. We want to equip each of you with a comprehensive platform to help raise your level of awareness, empowering you to be prepared for adequate daily living, family life, retirement, success and achievement in your personal and professional lives.
Our sweet spot is empowering women and women-owned businesses to create multigenerational wealth.
Woodson Legacy Partners is committed to the financial well-being of women at home, in the work place, in leadership, and in business. We partner with women from all walks of life to provide ease of access to financial education, tools, resources, products and services to help you realize your dreams and create a limitless future for your family.
Together we can change the world! "In 2019, American women started an average of 1,817 new businesses per day between 2018 and 2019. These businesses represent 42% of all American businesses—nearly 13 million—employing 9.4 million workers and generating revenues of $1.9 trillion. The number of women-owned businesses increased 21%, while all businesses increased only 9%."
- American Express, The State of Women-Owned Businesses, 2019
Our Core Values
We are driven by a passion greater than ourselves with a commitment to leave an inheritance of hope, wealth, and prosperity for our children's children, children...
It is a vitally important ethical virtue to preserve and enhance the welfare of those we love - to act with genuine concern and care to their needs, hopes and dreams.
Growth is essential to realizing a brighter future. We must first elevate ourselves, create a solid foundation for our families, and strengthen our communities.
What We Do
Improve your lifestyle and increase success with greater financial literacy. Learn to make better decisions regarding earning, managing, and investing your money.
Insurance Products & Services
Adequately plan and prepare for the unexpected. Receive professional guidance to help protect your income, assets, family, and business.
Currently serving the states of PA, NJ and DE.
Tools & Resources
Access some of the best free tools and resources to implement what you learn and improve your financial health. From simple guides to budgeting and bill tracking to investing and retirement planning.
Our online courses help you take your learnings to greater heights. Easy to follow, they're designed to ensure you not just learn but master the material and begin improving your money mindset immediately.
Licensed Insurance Agent & Consultant
A woman on a mission.
From rags to riches...not quite! I’ve never worn rags and I’m far from rich - at least financially :-) My reality is probably very similar to yours where you find yourself wondering where you’d be with with all your brilliance and glory had you been taught a very basic life necessity - FINANCIAL LITERACY. Witnessing the desperate times of the COVID-19 crisis was a huge wakeup call for me. Thinking of how greatly some will inevitably suffer from a worldwide pandemic made me want to do more to help others. As I sat in deep thought about how many Americans aren’t prepared and already suffering I had my ah-ha moment. We all need to learn more about money! Not just how to earn it and spend it, but also how to save effectively, invest, and ultimately put our money to work for us.
We hear about methods, models and systems to earn more. We are hearing more and more about the need to have multiple streams of income. We get flooded with information but we don’t always know how to apply what we’ve learned or we simply just don’t know where to start so we never do! I believe this is all nonsense, though a way of life for 70% of Americans who can’t seem to get out of the cycle of living paycheck to paycheck. Why is it that something so essential as money management which is so heavily tied to our livelihood and lifestyle is so elusive? Our lack of knowledge hinders us and keeps us in a generational cycle of poverty, depression, anxiety, hopelessness, shame, guilty and just plain ole being broke and/or broken!
I believe everyone should have ease of access to this information. So here I am in 2020, a licensed insurance agent (8 yrs) expanding my knowledge so I can save the world...well at least help you save some money! As I learn and grow I welcome you to learn and grow with me. My website will continue to be a platform for learning about your money and your relationship with it. It will provide access to free and affordable financial education, tools, resources, products and services. I’m on a mission to help you build multigenerational wealth and maybe become the first millionaire in your family. So save my site to your faves, sign up for my email list and be the first to know what’s next and new, and be sure to join my Facebook community, Woodson Legacy Builders.
lives of others.