220 Lyon St. NW, Ste 540
A DIFFERENT APPROACH TO FINANCIAL ADVISING
Taking the time to get to know everything about you to better understand your goals
BECOME A MEMBER OF THE FAMILY!
When you become a client you become family
I WANT TO GET TO KNOW YOU AND BE THE BEST FOR YOU
Providing prompt, honest, and trustworthy feedback
ONCE UPON A GOAL
Do you know how to set your financial goals on the path for success?
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Welcome to Blodgett Wealth Management. I’m Pam Blodgett, a financial professional who has been serving local residents for more than 30 years – and who does things a little differently. After working with clients for years in the traditional way, I decided it was time to make financial planning a more human centric process.
To begin with, when you come visit the office for the first time, we will sit and chat in my living room-like reception area. It’s a comfortable, informal setting to better allow us to get to know one another.
During our conversation, we will discuss what fulfillment in your life looks like, what you are passionate about and what your core values are and what they mean to you. You will paint a picture of what you envision your future to look like. These are important aspects of our initial conversation. Because, if I don’t have a clear sense of who you are and what you are wanting to achieve, how can I help you attain it?
Of course, we will employ many of the traditional financial planning strategies, using those that are best aligned with your goals. We can’t escape the “getting down to business” part completely. That’s how progress is made. But, be clear, strategy discussions will come well after we are both clear on what is most important to you. And, if you are not completely sure what you want your future to look like, I’m happy to help guide you through the vision process. After all, this is your future, so let’s work together to make it, whatever it is, a reality.