Our Services
Abundance Wealth Management offers comprehensive financial planning, insurance, and investment services. We create a detailed plan - customized to each client - using our unique planning process.
Financial Planning - The Abundance Way
STEP TWO
Implement the Plan
Your financial plan is yours. Period. If you decide you would like to work with Abundance long term, we will work
with you to implement our plan recommendations using our
systems and processes.
STEP THREE
Grow the Plan
Like a good doctor, a financial planner tracks and optimizes your financial health over time. Clients who elect proactive planning receive regular planning deliverables, proactive tracking and evolution of their financial plan, and priority support and communication
with the Abundance team.
Financial Plans and Pricing
Below are our standard financial planning packages. You will receive a personalized planning quote as an output of your initial consultation.
Foundational
$2,000
For those who have capacity to save more and are seeking help establishing and improving their
portfolio growth strategy.
COMMON TOPICS:
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Cash flow planning
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Optimizing growth and tax efficiency
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Rebalancing and diversifying portfolios
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Risk management audit
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Retirement savings review
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Employer benefit review
Advanced
$3,000 - $5,000
For established individuals and families seeking professional guidance for optimizing their financial plan and preserving what they already built.
COMMON TOPICS:
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Employer stock plans, stock options & RSUs
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Tax strategy analysis and planning
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Accumulation strategies from a tax, retirement and estate perspective
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Maximizing current foundation to grow investment portfolio
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Diversify risk and capitalize on existing savings
Executive
$6,000 - $10,000
For business owners, executives and high net worth individuals seeking to preserve wealth and in need of high-touch planning for complex situations.
COMMON TOPICS:
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Business and succession planning
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Legacy planning with estate considerations
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Inter-professional coordination to maximize tax efficiency and estate implications
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Medicare and Social Security strategies
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Tax landscape analysis and alternative
tax strategies -
Retirement income and distribution planning
Are we a Fit?
Abundance works best with communicative, action-oriented decision makers. Oftentimes, our clients fall into one of two categories.
BUSINESS OWNER
You own a profitable small to medium size business. You’re amassing a lot of cash – more than you need, you suspect – but you’re not sure what to do with it. You want to figure out how to leverage your business as an asset for tax efficiency and to fund the life you want to live (plus the retirement you want to have), but you also want to continue to wisely invest in the growth and management of your business.
Recommended listening from The Abundance Mindset podcast
MATURING PROFESSIONAL
You’re compensated in more ways than one through your job. With various bonuses and equity awards building, you’re realizing both your total compensation and your tax strategies are becoming more complicated. You're sitting on a lot of company stock and/or an investment portfolio that you’re not sure what to do with. You worry you aren’t efficiently using your different income streams to grow your wealth.
Recommended listening from The Abundance Mindset podcast
Frequently asked questions
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