Abound Wealth wants to be your financial partner through all stages of your financial life.
We provide ongoing, holistic financial planning.
We’ve tried both hourly and retainer-based models in the past and even though they were still fee-only, they felt very transactional. We’ve found that we can deliver the most value when we have an in-depth, ongoing relationship rather than a transactional, one-off engagement.
If having an ongoing financial partner sounds like something you’d be interested in, consider filling out our work with us questionnaire so we can get to know a little more about you and if we would be a good fit.
For more insight on how and when to work with a financial advisor we made this Money Guy Show Episode:
Video: How and When to Hire a Financial Advisor!
If you aren’t ready for an ongoing relationship and still feel the need to work with a CFP®, a one-time or retainer-based advisor from the XY Planning Network or NAPFA may be a good resource. All of these databases allow you to search for advisors using your zip code or type of advice and list fee-only, fiduciary financial planners. However, we still recommend interviewing several to ensure you are working with an advisor who aligns with your values and goals. This may be a great way to get a check-up on your finances or find a new ongoing advisor.
Our eight questions to ask a financial advisor is a useful tool. It’s a tremendous one-page document designed to help you navigate the conversation as you’re getting to know an advisor you might work with and make sure you’re hiring a good one!