Our Approach

Create - Nurture - Sustain

Our Philosophy

The relationship between you and your financial advisor has much greater potential than many people expect. At Abundance Wealth Advisors, the most important work we do for our clients begins where other advisors have stopped.

 The way we see financial planning and wealth management is similar to Maslow's famous Hierarchy of Needs. Budgeting, investment allocation, retirement and tax strategy establish a firm footing. With that foundation in place  we can focus our energy on doing what really matters: helping you build the most meaningful, fulfilling life possible.

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Step 1: Understanding personal and financial circumstances

Abundance Wealth Advisors begins with a conversation about both where you are in financial terms and who you are as a person. We seek a deep understanding of our clients’ personal and financial circumstances. Only then can we help them plan with purpose.

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Step 2: Identifying and Selecting Goals

A good financial plan depends on a well understood set of goals. Abundance Wealth Advisors will help to identify and prioritize your goals. We believe that an understanding of a client’s financial objectives requires knowledge of their non-financial aspirations.

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Step 3: Analysis

We look at your current trajectory and analyze alternative courses of action. We examine the ways each potential course of action might help address your goals.

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Step 4: Developing Recommendations

We craft strategies that are designed to help clients grow their wealth, mitigate risks, and empower them to make money decisions in alignment with their values.

Our recommendations are based on the strong foundations laid by understanding your circumstances and goals. We let you know your choices and why we propose a course of action. Recommendations we make will always be in your best interest.

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Step 5: Presentation

We walk our clients through our recommendations in whatever presentation format they prefer - in person or virtually. We use software that helps to visualize the plan and which clients can access to make changes.

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Step 6: Implementation

The next step is to turn recommendations into reality. We address who is responsible for each step of the process, including identifying, analyzing and selecting products and services in line with the financial plan.

 
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Step 7: Monitoring

We establish responsibilities for monitoring the plan and a communications schedule. Typically we meet at least annually for an in depth review of progress and revisit the financial plan.

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