ANNE MARIE WOODRICH

Anne Marie is a Financial Advisor designated as a Certified Exit Planning Advisor (CEPA). CEPA’s are passionate about assisting business owners. Anne Marie will take the time needed to listen and direct the course to pursue an exit that the business owner will be proud of. Anne Marie uses the Financial Planning process with the business owner to define the goals for the next phase of life and pairs that with an informal business valuation. Anne Marie is committed to meeting each client where they are, regardless of their type of business, exit knowledge, or past advisory experience.

Anne Marie is a graduate of the University of Dayton where she earned a bachelor degree in Engineering. She worked at Hewlett Packard for ten years when a layoff changed her job status and allowed her the opportunity to focus on raising her children. Now, in the second wind of her career, she uses her financial experience and knowledge to help clients identify and pursue their goals. Watching a close family member struggle with the process of selling his business motivated Anne Marie to help as many business owners as possible plan, to avoid, similar frustrations. She is honored to be a part of the collaborative and client focused environment at Total Clarity, encouraging clients to articulate their visions of the future, educating clients in financial decisions and developing plans to pursue desired financial lifestyles.

Anne Marie is a long time resident of St. Charles, calling this home for most of her life. Watching her children pursue their dreams brings her great pride and joy. Anne Marie and her husband Rich are empty nesters except for the two rescue dogs. Their family has rescued many animals, from guinea pigs to dogs, and include them in their family. Some dogs were happy to sleep on the sofa as their daily activity, others required the activity of agility training to be happy. Anne Marie enjoys beach time with her family, a good book, and cheering on Chicago sports teams and the Dayton Flyers.

Anne Marie is a Financial Advisor designated as a Certified Exit Planning Advisor (CEPA). CEPA’s are passionate about assisting business owners. Anne Marie will take the time needed to listen and direct the course to pursue an exit that the business owner will be proud of. Anne Marie uses the Financial Planning process with the business owner to define the goals for the next phase of life and pairs that with an informal business valuation. Anne Marie is committed to meeting each client where they are, regardless of their type of business, exit knowledge, or past advisory experience.

Anne Marie is a graduate of the University of Dayton where she earned a bachelor degree in Engineering. She worked at Hewlett Packard for ten years when a layoff changed her job status and allowed her the opportunity to focus on raising her children. Now, in the second wind of her career, she uses her financial experience and knowledge to help clients identify and pursue their goals. Watching a close family member struggle with the process of selling his business motivated Anne Marie to help as many business owners as possible plan, to avoid, similar frustrations. She is honored to be a part of the collaborative and client focused environment at Total Clarity, encouraging clients to articulate their visions of the future, educating clients in financial decisions and developing plans to pursue desired financial lifestyles.

Anne Marie is a long time resident of St. Charles, calling this home for most of her life. Watching her children pursue their dreams brings her great pride and joy. Anne Marie and her husband Rich are empty nesters except for the two rescue dogs. Their family has rescued many animals, from guinea pigs to dogs, and include them in their family. Some dogs were happy to sleep on the sofa as their daily activity, others required the activity of agility training to be happy. Anne Marie enjoys beach time with her family, a good book, and cheering on Chicago sports teams and the Dayton Flyers.