Buying Local S3E28: A Personalized Financial Future with Greenwood Hoff Wealth Management

In this episode of Buying Local, host Mike Nelson of Five Towers Media sits down with the team from Greenwood Hoff Wealth Management, including Matt Greenwood, Larissa Hoff, and Dana Cafaro. Tune in as they discuss their client-focused approach to financial planning, navigating volatile market conditions, the importance of personalized financial strategies, and their commitment to community involvement.

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Find Greenwood Hoff Wealth Management at greenwoodhoff.com for contact details, booking appointments, and educational resources, or connect with them on Facebook to explore their community involvement.

0:00 Welcome and Host Introduction
0:24 Matt Greenwood Introduction
0:31 Larissa Hoff Introduction
0:35 Dana Cafaro Introduction
1:09 Matt’s Role and Experience
1:49 Larissa’s Role as Financial Advisor
2:17 Dana’s Role as Operations Coordinator
3:15 Approach to Client Meetings at Home
4:39 Benefits of Meeting Clients at Home
6:31 Matt’s Journey into Financial Advising
8:14 Larissa’s Path to Becoming a Financial Advisor
9:35 Dana’s Career Start with Matt
11:29 Why Larissa Stays with the Team
12:45 Dana’s Perspective on Team Dynamics
15:01 Matt’s Approach to Team Management
16:47 Client Retention and Relationships
21:47 Remote Work and Technology in Financial Planning
25:35 Navigating Market Volatility with Client Plans
31:43 Addressing New Trends like Crypto
37:17 Typical Clients and Generational Planning
42:28 Why Work with Greenwood Hoff Wealth Management
45:14 How to Contact Greenwood Hoff Wealth Management
46:43 Community Involvement and Closing Remarks