Our Financial Planning Process | Abundance Financial Planning

Our Process

A clear plan without the sales pitch.

Our financial planning process is built to give you clarity, confidence, and better results. Through a proven, fee-only and advice-only approach, we help you understand your full financial picture and move forward with purpose.

The Abundance ALIGN Process™ keeps your life and finances in balance.
You stay in control — we just make it clearer.

Step 1: Assess

Gather your full financial picture.

Step 2: Learn

Define what matters most — your goals, values, and priorities.

Step 3: Illustrate

See your plan come to life through clear, visual models.

Step 4: Guide

Compare strategies and choose the best path forward.

Step 5: Navigate

Adjust confidently as life, laws, and priorities evolve.

Your plan doesn’t stop here.

Once we reach Navigate, we stay connected — updating your plan as life evolves.
Ready to see what that partnership looks like?

As a CFP® professional, I follow the CFP Board’s rigorous Code of Ethics and Standards of Conduct—guidelines that require fiduciary duty, ongoing education, and acting in your best interest at all times. Learn more through the Certified Financial Planner Board of Standards .