I am a certified financial advisor and planner for professionals, leaders, and small business owners.
If you have achieved success and wealth, but have financial questions, I can partner with you to:
As a fee-only fiduciary, I work only in your best interests. I do not sell or receive commissions on any products such as insurance policies or investment funds.
Your life’s canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony – sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.
At Abundance Wealth Planning, our focus is to consider all aspects of your life’s canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.