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.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/20/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.
09/16/2026

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
09/13/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value enviro...
09/10/2026

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value environments built on partnership and mentorship, not competition. If community and support are part of what you’re looking for, I’m always open to connecting.

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to...
09/05/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you kno...
09/03/2026

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Fund your legacy

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.Disclosure: Edward Jones and its asso...
09/02/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

08/31/2026

The Katy Trail reflects the enduring legacy of Ted and Pat Jones and their commitment to creating lasting impact.

As an Edward Jones financial advisor, I'm honored to carry that spirit forward by helping clients identify what's most important to them and build plans that align with their goals, values and legacy.

If you're thinking about the legacy you'd like to create for your family, your community or the causes you care about, I'd welcome the opportunity to connect.

Stay up to date with the latest developments, trends and daily insights on the market.
08/28/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your...
08/25/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

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Koloa, HI
80108

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+17207762407

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