Plan Well.
Live in Abundance.
Fee-only, advice-only financial planning that helps you make clear, confident decisions about your money and your life.
- Independent, fiduciary guidance
- No product sales. No asset management fees.
- Strategies tailored to your family, your goals, and your values
Who We Are
At Abundance Financial Planning, we provide fee-only, advice-only financial planning that helps you make confident and well-aligned decisions. Our proven strategies simplify cash flow, retirement, taxes, investments, and insurance. As a result, you gain clarity and a stronger understanding of your financial picture. This clarity allows you to move forward with confidence and focus on what matters most.
We’re an independent, advice-only financial planning firm dedicated to helping families and professionals make confident, informed money decisions. At Abundance Financial Planning, you’ll never find product sales or asset management. Instead, you receive clear and thoughtful guidance designed to empower you to take control of your financial life.
Our Advice-Only Philosophy
At Abundance Financial Planning, our philosophy is simple: clarity first, action second. Financial planning should empower you to make confident decisions — not hand over control.
As a fiduciary, fee-only firm, we separate education and advice from investment management so you can understand every recommendation and act on it independently.
Imagine your kitchen sink starts leaking. You call a plumber who takes a quick look and says, “Tighten that fitting under the basin.” You do — and the drip stops. The fix costs you nothing but the right knowledge.
That’s the essence of advice-only financial planning. The real value isn’t in someone tightening the pipe for you — it’s in knowing where to turn the wrench and why it matters.
Traditional firms often bundle advice with investment management, charging ongoing fees tied to your assets. But managing investments isn’t the hard part. The real challenge — and opportunity — is understanding your full financial picture so you can make wise, independent decisions.
You get clear, objective guidance based on your goals and values — without product sales, hidden incentives, or asset-based fees. You maintain control of your accounts while gaining confidence and clarity to implement strategies on your own terms.
Because true financial abundance isn’t about someone else holding the steering wheel — it’s about knowing exactly where you’re going and why.
Why Advice-Only Works
Advice-only planning works because it gives you what most financial models can’t — clarity without conflict.
You get professional guidance that’s free from commissions, sales goals, or asset-based fees — so every recommendation starts and ends with your best interest.
By separating advice from investment management, you stay in control of your money — while gaining the perspective of a fiduciary CFP® professional. You can manage your own accounts, automate what makes sense, and understand exactly how each decision moves you closer to your goals.
That balance — expert guidance and personal ownership — is where real confidence comes from.
When advice stands on its own, you’re free to plan with purpose — not pressure.
Flat, transparent fees — no percentages, no surprises.
Fiduciary advice — no commissions or sales pressure.
Education-forward — clarity comes before action.
Independent implementation — you stay in control.
Confidence through understanding — not dependence.
No Product Sales
Unbiased advice. We don’t profit from what you buy.
Fiduciary Only
Every recommendation puts your interest first.
Flat-Fee Clarity
Know exactly what you pay-and why.