Holistic Financial Planning in Barrington, RI
At Woodard & Clark, we provide holistic financial planning to individuals and families across Barrington, Rhode Island. Located just west of Barrington River and near the East Bay Bike Path, our firm helps clients integrate every aspect of their financial life—from tax strategy and investments to protection and estate planning—into one clear, customized plan. Whether you live near Nayatt Point, Hampden Meadows, or downtown Barrington, we’ll work with you to design a strategy that supports your lifestyle today and prepares you for what’s ahead.
Our goal is simple: to make financial planning feel more manageable, more connected, and more effective for you and your family.
Your Complete Financial Strategy—Simplified
A Complete, Coordinated Planning Approach
Five essential areas. One trusted team.
Financial Planning
From organizing day-to-day finances to mapping out big-picture goals, we create financial plans that are practical, personalized, and built to last.
Investment Planning
Your investment strategy should reflect your timeline, risk tolerance, and personal values. We’ll help you build a portfolio that supports your long-term goals.
Tax Planning
With CPAs on staff, we offer proactive tax planning that integrates seamlessly with your financial and investment strategy—helping you keep more of what you earn.
Protection Planning
We help Barrington families assess risk and identify the right coverage—like life insurance and long-term care—to protect what matters most.
Legacy Planning
Whether you’re planning to pass on a family home, support a cause, or create a trust for future generations, we’ll help you protect your legacy and your wishes.
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Frequently Asked Questions
Holistic Planning in Barrington, RI
What are the benefits of holistic financial planning?
Holistic planning helps you see your entire financial life in one place—taxes, investments, insurance, estate planning, and more. This comprehensive approach allows us to identify opportunities, reduce overlap, and ensure each part of your plan supports the next. For Barrington clients managing busy family and professional lives, it means less stress and more confidence in your long-term strategy. It also helps reduce gaps that can occur when working with multiple advisors independently.
How does holistic planning help with retirement readiness?
Holistic financial planning considers every angle of retirement—not just your savings, but how your investments, taxes, healthcare, and income sources work together. For many Barrington residents planning to stay local or downsize in the East Bay area, we help structure a plan that supports lifestyle goals and preserves assets. This coordination can improve cash flow, minimize taxes, and ensure your savings last. We’ll help you prepare for retirement with clarity and confidence.
What makes your process different from traditional financial advice?
Many financial advisors focus only on investments, while others may only handle taxes. At Woodard & Clark, we bring it all together under one roof. Our clients in Barrington appreciate working with a single, local team who understands how each piece of the puzzle fits. You get integrated advice, consistent strategy, and one point of contact for all your financial questions.
Can you coordinate with my attorney or insurance provider?
Yes, absolutely. While we offer estate and protection planning in-house, we’re also happy to collaborate with your existing legal or insurance professionals. Our goal is to make sure everyone is working toward the same objectives, without duplication or confusion. We’ll coordinate to make sure your Barrington-based estate plan, coverage, and assets all align smoothly.
Is this service only available to Barrington residents?
Not at all. While we’re proud to serve the Barrington community, we also work with clients across Rhode Island and nearby Massachusetts towns like Seekonk and Swansea. Whether you’re located along the Barrington River or commuting to Providence, we’re here to help you build a cohesive plan that fits your life and your location.
