Holistic Financial Planning in Bristol, RI
At Woodard & Clark, we provide holistic financial planning for individuals and families across Bristol, Rhode Island. Nestled between Hope Street and the shores of Narragansett Bay, Bristol is home to generations of families, professionals, and retirees seeking financial guidance they can trust. We offer a fully integrated planning experience that combines tax preparation, investment management, retirement planning, and estate strategy—so your entire financial life is working together toward your goals.
Whether you’re managing your assets from a historic home on High Street, running a business downtown, or preparing for retirement along Poppasquash Point, we’re here to support every step of your financial journey.
Complete Financial Strategies for the Life You’re Building
A Holistic Approach, Built for Bristol Residents
One plan. Five essential areas. All under one roof.
Financial Planning
We help you map out your financial priorities and build a step-by-step plan that adapts as life unfolds—from budgeting to major life milestones.
Investment Planning
Our tax-smart investment strategies are customized to your goals and risk comfort, reviewed regularly to keep your long-term plan on course.
Tax Planning
We offer in-house tax planning and preparation services to help Bristol clients minimize tax burdens and maximize overall efficiency.
Protection Planning
From life insurance to long-term care, we help identify the right coverage to secure your assets and safeguard your family’s financial stability.
Legacy Planning
Whether you’re building a charitable strategy or setting up a trust, we’ll help you plan for a legacy that reflects your values and protects your wealth.
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Frequently Asked Questions
Holistic Planning in Bristol, RI
How is holistic financial planning different from standard advice?
Standard financial advice often focuses on just one area—like investments or taxes. Holistic financial planning, on the other hand, coordinates all parts of your financial life. This includes your savings, retirement income, tax strategy, risk protection, and estate planning. For Bristol residents, it means having a cohesive, well-rounded plan with everything working together.
What types of clients benefit most from holistic planning?
We work with a range of Bristol clients—from business owners on Hope Street to retirees near Mount Hope Bay—who want clarity and structure. Holistic planning is ideal for people who want to understand how their decisions in one area impact the rest of their finances. It’s especially valuable for families managing multiple goals at once, like saving for retirement while funding education or caring for loved ones.
How do you personalize holistic planning for Bristol clients?
Our process starts by understanding your goals, family structure, lifestyle, and future vision. From there, we design a plan that reflects your priorities—whether that means protecting your income, minimizing taxes, or building a legacy in the Bristol community. We tailor our recommendations and update your plan regularly to make sure it keeps pace with life changes. You won’t get one-size-fits-all advice here.
How often should I revisit my plan?
We recommend reviewing your holistic plan at least annually, or after any major life event like a move, job change, or inheritance. For our Bristol clients, we offer annual check-ins and remain available throughout the year to adjust your strategy as needed. Financial markets, tax laws, and personal needs can all change—and your plan should evolve accordingly. Ongoing planning leads to stronger, more consistent results.
What if I already have an investment advisor or CPA?
We can coordinate with your existing professionals—or provide all services under one roof if you prefer a fully integrated approach. Many of our Bristol clients appreciate the simplicity of having financial planning, tax strategy, and estate coordination handled by one team. This ensures fewer gaps, better communication, and a strategy that moves in one direction—yours.
