Your life's canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony - sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.
At Abundance Wealth Planning, our focus is to consider all aspects of your life's canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.
At Abundance Wealth Planning, our focus is to consider all aspects of your life's canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.
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About Us
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I am a certified financial advisor and planner for professionals, leaders, and small business owners. Money is supposed to provide safety and freedom, yet everyone seemed to be chained to their jobs. We should work hard to build wealth so we can have a great future for our families, yet no one knew what that looked like.
Services
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Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term. Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.
Pricing
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As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services. We'll help you build you a one-time plan based on your current assets and positions, or help guide you through a major financial milestone. Five hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset.
The Abundance Blog
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When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it's essential to understand the nuances. For women who retire without a partner or spouse to share the financial responsibilities, there can be significant planning challenges involved in preparing for a single retirement.
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