Edward Jones - Financial Advisor: Rachel Goodman

Edward Jones - Financial Advisor: Rachel Goodman Edward Jones | Financial Advisor We love the outdoors, and you’ll often find us hiking, biking, skiing or cheering on our kids at their sporting events.

As an Edward Jones financial advisor, I believe in taking the time to truly understand what you’re working toward before we talk about investing your money. Equally important is understanding your comfort with risk so that we can create a strategy that aligns with both your goals and your confidence level. By working closely with you—as well as your CPA, attorney and other trusted professionals—I

can help design a personalized financial strategy for you and your family. Whether you’re planning for retirement, saving for education or preparing for the unexpected, I’m here to help guide each step of the way. On a personal note, my husband and I are proud, active parents of two amazing kids and our energetic German Shorthair Pointer, Duke. I’ve been fortunate to call both Colorado and Hawaii home—two places that feed my love for both mountains and the beach. Helping others has always been at the heart of who I am. I chose a career in financial services because I truly believe I can make a difference in the lives of families in my community. I joined Edward Jones because their core values align with mine—and that partnership has only deepened my purpose. With my life experiences and industry knowledge, I’m well-equipped to help clients navigate complex financial decisions. My mission is simple: to help you connect your wealth to the people and causes you care most about—so together, we can build stronger families and communities. If any part of this message resonated with you, I’d love to start a conversation. Call my office today to schedule a complimentary 15-minute consultation. Let’s explore how I can support your financial journey.

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
05/28/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Now that your business is heading in the right direction, it’s a good time to consider your financial future.
05/28/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
05/25/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
05/21/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
05/18/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
05/14/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

05/12/2026

If you’re diving into the world of investing, you may want to learn more about mutual funds — an opportunity for investors to group money together and buy stocks, bonds and other investments “mutually.” Ready to learn more? Let’s chat.

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Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/09/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
05/07/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk t...
05/05/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

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