Abound Wealth wants to be your financial partner through all stages of your financial life. We provide ongoing, holistic financial planning.
We’ve tried hourly 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.
With financial success comes growing complexity and opportunities you don’t want to miss. Our flagship, ongoing relationship with an Abound advisor simplifies the complex, protects what you’ve built, and helps you live a life of abundance. This plan makes sense once you reach $500-750k investable net worth. If having an ongoing financial partner sounds like something you’d be interested in, consider taking the next step to becoming a client so we can get to know a little more about you and if we would be a good fit.
If you’re still in the building phase, we’d love to connect you to LevelUp, powered by Abound. We’ll help you “level up” your game plan as life changes, providing clear direction and guidance before you’re ready for the next level with Abound Wealth.
Check out our free resource “8 Questions to Ask Your Financial Advisor.” 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!
Check out the video below to learn more about what working with Abound Wealth looks like.
