Holistic Financial Planning in Rumford, RI

At Woodard & Clark, we take a comprehensive approach to planning your financial future—right here in Rumford, Rhode Island. Our holistic financial planning process looks at the full picture: taxes, investments, protection, retirement, and legacy. Whether you’re just getting organized or planning decades ahead, we provide the guidance and structure to help every part of your plan work together. It’s about simplifying complex decisions and helping you move forward with clarity and confidence.


We proudly serve clients in Rumford, East Providence, Riverside, and the surrounding Rhode Island communities with truly all-in-one financial solutions.

Bringing Every Piece of Your Financial Life Together

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Our Complete Financial Planning Process

Five essential areas. One integrated strategy.

Financial Planning

We help you define your goals and design a plan that fits your lifestyle and priorities. From cash flow and savings to long-term goal setting, we make financial planning approachable and results-focused.

Investment Planning

Our investment strategies are built around your comfort level, timeline, and financial goals. We regularly review your portfolio to help you stay on track while managing risk and opportunity.

Tax Planning

Tax efficiency is built into every plan we create. We’ll help reduce your tax burden with proactive planning that works hand-in-hand with your financial and investment strategy.

Protection Planning

We assess your risk and provide smart solutions like life, disability, and long-term care coverage—so you’re prepared for the unexpected and your loved ones are protected.

Legacy Planning

When it’s time to plan your estate, we’re here with clear, thoughtful guidance. We’ll help you build a legacy that reflects your values and protects your family’s future.

Frequently Asked Questions

Holistic Planning in Rumford, RI

  • What does holistic financial planning mean?

    Holistic planning means looking at all parts of your financial life—not just your investments or taxes, but how every element fits together. At Woodard & Clark, we combine tax planning, retirement strategy, insurance, and estate planning into one cohesive approach that supports your personal goals.

  • Do you work with people outside of Rumford?

    Yes! While our office is located in Rumford, we work with clients throughout East Providence, Riverside, Barrington, and the surrounding Rhode Island area. We also offer remote consultations for added convenience.

  • Is holistic planning just for high-net-worth individuals?

    Not at all. Our holistic process is designed to work for individuals and families at many stages of life and income levels. Whether you’re planning for retirement, managing a business, or just getting started, we’ll tailor a plan that fits you.

  • Can I switch to holistic planning if I already have an advisor?

    Absolutely. Many of our clients come to us looking for more integration and clarity. We’ll evaluate your current financial picture and make a smooth transition into a more complete, aligned planning strategy.

  • What makes Woodard & Clark different from other planners?

    We offer everything in one place—from tax filing and investment management to insurance and estate guidance. With deep expertise and a personal, responsive approach, we take the stress out of planning and help you make informed decisions with confidence.

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