Hello from Woodward Financial Advisors! We hope our quarterly newsletter finds you well and enjoying the start of summer.
When our clients meet with their advisory team, it's more than simply reviewing net worth statements and investments. Below, Joe Marques, CFP®, describes the shape and aim of those conversations. Next, meet several new team members around our office for the summer! Finally, we've included several reminders for clients as well as what some of us are reading in "What’s On Our Nightstand." 
Customized Conversations
Customized, conversational, and realistic financial planning addressing what’s important to you. That’s our goal.

Like a Savile Row tailor, we’re striving to provide a custom, tailored outfit that makes you look and feel great rather than a stock, off-the-shelf suit that doesn’t fit quite right.

We strive for our advice to be:
  • Customized - whether that’s your portfolio or your tax situation or your charitable gifting goals. This holds true whether we’re talking about this year, next year or 10 years from now.
  • Conversational - we don’t want our financial get-togethers to be lectures. Your questions and thoughts are always desired. Your personal preferences matter and like a master tailor we’ll incorporate them as much as possible.
  • Realistic – we’ll be honest about what’s financially possible and what might require trade-offs.
  • Helpful – we want our advice to help you meet your needs. We’re happy to be a sounding board, a second set of eyes, or the implementors.

Whether it’s during our periodic meetings, on a phone call or contained in an email exchange, we’re striving to connect with you and meet you where you are. One can get decent financial advice in lots of places. But knowing you and caring about your well-being is what we hope sets our advice apart. We can’t wait for our next chance to take your measurements!

Written by Joe Marques, CFP®
New Faces at WFA!
We're thrilled to introduce you to our summer intern, Sawyer Tremaine! Sawyer is a rising sophomore at the University of North Carolina at Chapel Hill. At UNC, he is a business administration major with focuses in finance and consulting. His hobbies include hiking, playing golf, and most anything outdoors. Please join us in welcoming Sawyer and read more about him below.

Favorite charity to support? The Be Loud Sophie Foundation, supporting teen cancer patients at UNC hospitals. 

What book are you reading right now? Shoe Dog by Phil Knight.

Secret/hidden talents? I have played the piano for over ten years.

Favorite quote? “You miss 100% of the shots you don’t take” – Wayne Gretzky.

Fun fact about you? I biked 1700 miles from Wilmington, NC to Mt. Desert Island, ME last summer.
We're equally delighted to introduce you to our second summer intern, Ava Miller! Ava will begin her senior year at Trinity this fall. Her hobbies include soccer, cooking and baking. Please join us in welcoming Ava and read more about her below.

Favorite sport to watch? UNC football and basketball.

Favorite board game? Clue.

Favorite charity to support? TABLE - I go and help organize incoming grocery items and bag items to go out to kids who are less fortunate.

Biggest pet peeve? When people don't clear the timer on the microwave.

Fun fact about you? I've snorkeled in the biggest coral reef in the world while visiting Turks and Caicos.
A Few Reminders...
  • If you are a client and have not yet securely provided us with your 2021 tax return, please do so at your convenience so your advisory team may review it. You are welcome to upload your return to the "Shared Documents" folder in the vault of your personal financial website with us. You may also have your accountant provide it electronically to us, mail it, or stop by the office to drop it off.

  • Perhaps our colleague's recent article about "financial spring cleaning" inspired you to organize your documents and files. If that's you, and you have paper documents with sensitive information to dispose of, you are welcome to bring them to our office. We will gladly add them to our locked shred bin for secure disposal. Or, if you have yet to mark this off your "to do" list, you're welcome to bring your sensitive documents to us for shredding throughout the year.
What's On Our Nightstand
Every newsletter a couple members of our team share a brief introduction to a book they have been reading. We hope you may find something that piques your interest, and we would be delighted to hear your recommendations.

Veronica Pflueger - Verity by Colleen Hoover

These days when I’m reading, it’s usually for entertainment purposes and I’m usually reading some kind of suspense/psychological thriller. My mom and sister-in-law both recommended I read Verity, a book written by an author who typically writes romance-type novels. I was a little hesitant at first because that’s not usually the genre I go for, but I was proven wrong very quickly once I realized this was a psychological thriller – this was the first book I’ve read in a long time that I could not put down. Without spoiling too much, the book is about a struggling author who goes to live at the home of a very successful author to help write and complete the remaining books in a series after the author was injured in a bad accident and no longer able to write due to being in a coma. The author discovers an unfinished autobiography of the author in a coma buried in piles of papers and realizes that it’s probably something that was never meant to surface. The book is disturbing and dark but in a way that makes you unable to put it down. If you like psychological thrillers and quick reads, I highly recommend this book (you can even borrow my copy!). 

Maggie Wilkins – Send Out Your Light by Sandra McCracken

Sandra is a favorite singer-songwriter of mine; when I learned she'd recently written a book, I eagerly added it to my nightstand. In Send Out Your Light, Sandra writes about the shape of her life in three parts: the becoming, or creation; the disorientation of loss, displacement, and the dark night of the soul; and in the final section, reorientation through the paths of songs and scripture. I found it enjoyable to hear the music playing in my mind while reading the stories and inspiration behind the lyrics to several of Sandra's songs.
Thank you for reading our June newsletter! Please reach out if there is anything we can do for you.

Your Friends at Woodward Financial Advisors

Woodward Financial Advisors
1504 East Franklin Street, Suite 105, Chapel Hill, NC 27514.
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