Our Philosophy

Abundance Wealth Planning is not a typical financial planning firm. We are your Right-Hand Council for your finance and life. Our goal is to uncover opportunities for success as well as cultivate resilience in the face of fluctuations in the markets and in life. You are not just putting your investments in our hands and waiting to see what happens. You have gained a trusted partner who’s there with you through the triumphs as well as during times of challenge.

More than just investment advice, we offer coaching and life planning to our clients. Since we offer such a complete package, we require clients to be committed to the process. Financial planning pricing & fees reflect this holistic approach and enables us to focus fully on co-creating an abundant future.

Financial Freedom

You are free to invest where you want; you don't have to invest with us


Three different structures to fit your needs


Our pricing structure is designed to afford you all of our attention

Pricing Plans

per year

Financial Planning

The complete holistic approach offered by Abundance Wealth Planning for up to $1,000,000 assets under management. Fees for over $1,000,000 in assets under management, please contact us.

per plan

Financial Plan

Abundance Wealth Planning can build you a one-time plan based on your current assets and positions.

per year

Business/Financial Coaching

We offer business and financial coaching that focus on strategy, financial literacy, business acumen and wealth mindset.