At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure.
We believe the financial advisory industry is broken. It can be hard to find someone you trust; it may sometimes be difficult to justify the costs, or instead of financial planning and advice, you may have been sold a financial product. Abundant Wealth Management helps change a broken industry. We are purposely a boutique firm with CERTIFIED FINANCIAL PLANNERS™, offering real planning for a fair fee.
Many individuals confuse financial planning with general savings and investing advice.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime.
People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries.
When you are young and just starting a professional life, retirement might be the last thing on your mind.
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.