Sam Wood-Bednarz, CFP

About Sam Wood-Bednarz

Sam Wood-Bednarz, CFP® is Director of Financial Planning and Lead Advisor at North Berkeley Wealth Management

Illuminating the Next Chapter

By |2022-06-10T13:15:12-07:00June 10th, 2022|

At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.

Planning While the World is in Flux

By |2022-01-07T14:31:38-08:00December 10th, 2021|

Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.

Firewise Planning

By |2021-10-22T13:29:14-07:00October 8th, 2021|

Fire season is now an annual concern for Californians. Having a plan for the risk of fire can better protect your family's financial resources.

Back to School

By |2021-08-20T14:43:53-07:00August 13th, 2021|

There are four primary avenues to paying for college: scholarships, student loans, work-study, and savings. Many families' college cash flow plans include several of these options, and each has different lessons for parents and children.

Your Retirement, Your Values

By |2021-06-03T10:45:51-07:00May 11th, 2021|

A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.