How do you know when it’s the right time to find a financial advisor? If you feel like there simply aren’t enough hours in the day to manage your own money and think you could benefit from a financial co-pilot, it may be a good time to consider working with a financial advisor.
You’ve done an amazing job building wealth, but with your success comes new complexities and opportunities that you don’t want to miss out on. There’s no need to let the stress and gravity of your financial decisions take over your life. Rest easy knowing your financial life is on solid ground and start enjoying an abundant life of financial freedom!
How does Abound Wealth work?
We are fee-only fiduciary advisors. The services we provide are long-term in nature, as we believe ongoing holistic financial planning and investment relationships work best. We’ve tried hourly models in the past and even though they were still fee-only, hourly fees felt very transactional. The time that we were able to think about and devote ourselves to the client’s situation happened when the next meeting was coming up or the next report was due. We’ve found that we’re able to deliver the most value when we have an in-depth, ongoing relationship rather than a transactional, one-time engagement.
How can I reach out to Abound Wealth?
If you are interested in working with Abound Wealth, start by filling in a few details on this form to see if we may be a good fit. This lets us get to know you a bit better and helps us guide you to the right next step. After filling out the form, an Abound team member will follow up with you within in a few business days.
We use our decades of experience and future-friendly approach to protect and grow your wealth so you can focus on what really matters. We do that two ways:
Abound Wealth Management: 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.
LevelUp powered by Abound: Still in the building phase? 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.
Filling out this form will connect you with the right next steps! →
Check out the video below to learn more about when you should hire a financial advisor!
