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Our Services

Abundance Wealth Management offers comprehensive financial planning, insurance, and investment services.
We create a detailed plan - customized to each client - using our unique planning process.

Financial Planning - The Abundance Way

STEP ONE

Create the Plan

Everything begins with a financial plan. Abundance charges a flat, one-time fee to build a financial plan and review it with you in detail.

STEP TWO

Implement the Plan

Your financial plan is yours. Period. If you decide you would like to work with Abundance long term, we will work
with you to implement our plan recommendations using our
systems and processes.

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STEP THREE

Grow the Plan

Like a good doctor, a financial planner tracks and optimizes your financial health over time. Clients who elect ongoing planning receive monthly deliverables, proactive management, and open, unlimited communication
with the Abundance team.

Financial Planning Tiers

Financial Plans and Pricing

These represent our standard financial planning packages. You will receive a personalized planning quote as an output of your initial consultation with Allison.

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Foundational

$2,000

For those who have capacity to save more and are seeking help establishing and improving their
portfolio growth strategy.

COMMON TOPICS:

  • Cash flow planning

  • Optimizing growth and tax efficiency

  • Rebalancing and diversifying portfolios

  • Risk management audit

  • Retirement savings review

  • Employer benefit review

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Advanced

$3,000 - $5,000

For established individuals and families seeking professional guidance for optimizing their financial plan and preserving what they already built.

COMMON TOPICS:

  • Employer stock plans, stock options & RSUs

  • Tax strategy analysis and planning

  • Accumulation strategies from a tax, retirement and estate perspective

  • Maximizing current foundation to grow investment portfolio

  • Diversify risk and capitalize on existing savings

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Executive

$6,000 - $10,000

For business owners, executives and high net worth individuals seeking to preserve wealth and in need of high-touch planning for complex situations.

COMMON TOPICS:

  • Business and succession planning

  • Legacy and estate planning

  • Inter-professional coordination to maximize tax efficiency and estate implications

  • Medicare and Social Security strategies

  • Tax landscape analysis and alternative
    tax strategies

  • Retirement income and distribution planning

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Get in touch

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