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 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.
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.
