Connect With Clear, Proven Guidance for a Resilient Life
Contact Abundance Financial Planning
We’re glad you’re here. If you’re interested in working with us—or simply have a question about our flat-fee, advice-only financial planning—this is the best place to start.
Abundance Financial Planning works virtually with individuals and families nationwide. Use the form below to reach out, share a bit about what you’re looking for, and we’ll follow up personally within one business day.
What to Expect When You Reach Out
We keep things simple and human—no automated sales funnels, no pressure, and no spam.
• How we work
Abundance Financial Planning is fully virtual. All communication and meetings are conducted online for your convenience.
• Response time
We typically reply within one business day with next steps or a brief set of clarifying questions.
• What happens next
If it seems like we’re a good fit, we’ll invite you to book an introductory meeting once our scheduling platform is live. Until then, we’ll coordinate next steps directly over email.
Before You Submit
Please avoid including account numbers or sensitive personal information in the form.
A simple overview is all we need to get the conversation started.
FAQ
Do you work virtually?
Yes. We serve clients entirely online, allowing you to engage with planning around your schedule and from anywhere in the U.S.
Do I need to be ready to commit before contacting you?
No. Many people reach out simply to ask a few questions or understand how our services and pricing work. There’s no obligation to move forward.
Will you try to sell me investments or insurance?
No. We are flat-fee and advice-only. We don’t sell financial products or manage investments for a percentage of your assets.