Ready to Take Our Relationship to the Next Level?

If your financial situation is too complex, you’ve grown your assets above $300K, or there’s not enough time in the day to focus on managing finances, it’s time to take our relationship to the next level!

The Abound Wealth team specializes in well-thought-out, easy to understand plans for smart savers who are passionate about building financial independence. We’re fee-only fiduciary advisors who want to see you thrive!

As your first step, fill out the form below and help us get to know you! An Abound team member will follow up and help you take the next step.

Get to know you!
Name*
First Last
Email*
Phone number*
Age*
Zip Code*
Relationship Status*
Do you have any children?*
Financial Situation
Are you comfortable with an AUM (Assets Under Management) fee structure?*
*Please note: we are fiduciary, fee-only, AUM advisors who specialize in ongoing advisory relationships. For this reason, Abound Wealth does not offer one-time or hourly planning.
How did you hear about Abound Wealth?*
Total Net Worth*
Investable Net Worth*
Household Income*
How much do you have in the following account types?
(If none, put 0.)
401K, 403B, or employer sponsored account*
Pre-Tax IRAs*
Roth IRAs*
Non-retirement investment accounts*
Cash on-hand*
Annual saving and investing*
In one sentence, how would you describe your saving/spending behavior?
Do you plan to make any significant changes in the next 5 years?
A Few Questions
What is the best financial investment/decision you ever made? What is the worst?
What are your 3 greatest financial concerns?
Why do you believe now is the time to connect with a financial advisor?
Describe your past experience with a financial advisor. What did you like/dislike? How were expectations not met?
If we were to work together, what would need to happen over the next year for you to look back and consider our relationship a success?
Hidden
Liquid, after-tax investments
Hidden
Are you looking for one-time advice or an ongoing relationship?
*Disclaimer: 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. For this reason, Abound Wealth serves clients through ongoing relationships.