Financial Planning

We provide flat-fee, advice-only, unbiased financial planning that addresses your unique needs and goals. We help you self-manage your investments, simply and effectively.

Workplace Wellness

We reduce financial stress in the workplace and help your employees reach their retirement goals. Contact us to get specific information about your situation.

Chiropractor Financial Education

Create a financial plan that includes paying off student debt, investing tax-efficiently, and growing your practice. We create MoneyWise DCs.

We're family-owned!
about US

Get to know us better.

Your money and family are precious to you. We aim to earn your trust. Financial Planning requires teamwork. See if we’re a good fit.

what makes us different

Why Choose Advice-Only Planning?

We are not your traditional financial planner.
Discover the difference.

Our innovative approach to advice-only planning is designed to offer comprehensive financial planning services without imposing any minimum asset or account size requirements. This distinguishes us from traditional fee-based advisors, allowing us to provide inclusive planning for individuals of varying financial backgrounds.



Access to a wider array of topics. We’re here to do more than just give advice on investments or insurance. Our goal is to guide you through every aspect of managing your finances, from earning and saving to spending money wisely. With our advice-only planning, we take a caring and comprehensive approach to help you achieve your financial goals.



No product sales or conflicts of interest: We are committed to providing you with unbiased financial advice, ensuring that our recommendations are solely based on your financial goals and aspirations. Our business model is designed to prioritize your well-being over asset gathering, as we do not receive fees based on the size of your account’s value. This places us in a unique position to focus solely on your best interests, without any conflicts or hidden agendas.

No sneaky hidden fees. You’ll never have to worry about sneaky hidden fees when you choose us. We believe in keeping things simple and transparent, so you’ll always know exactly what you’re paying with our flat fee structure. You can pick the option that works best for you—whether flat-fee or project-based pricing—and you can trust that we’ll never surprise you with extra commissions or asset management fees.


Emphasis on Education and Collaboration: A pivotal component of advice-only financial planning entails thoroughly equipping you with the knowledge of intricate financial concepts and diverse strategies. This involves simplifying complex financial jargon, exploring numerous options available, and engaging in a collaborative process to craft a tailored financial plan that is perfectly attuned to your unique aspirations and core principles. This holistic approach ensures that you are equipped with the necessary tools to make well-informed financial decisions aligned with your long-term vision.


Client-Centered Planning: Our financial planning process revolves around placing you, the client, at the core of all considerations. Our primary aim is to foster your overall financial well-being and to assist you in accomplishing your specific financial objectives. We endeavor to provide you with comprehensive information, personalized strategies, and ongoing support, empowering you to make informed and prudent choices in managing your finances. Through our collaborative efforts, we aspire to cultivate a community of enthusiastic, self-sufficient DIY investors who are well-equipped to navigate the complexities of the financial landscape.


Keep Control of Your Money. As your advisor, it is important to understand that you have the final say in all investment decisions. While we are here to provide guidance and help you develop a comprehensive plan for managing your financial affairs, your autonomy and control over your investments is paramount. Think of us as the head coach, providing expert advice and strategies, but ultimately, you are the team owner, making the final calls on all financial matters.


We are fiduciaries. All financial professionals will tell you they have your best interests in mind. However, as a fiduciary, we have a legal and ethical obligation to do so. We operate independently and are not affiliated with banks, brokerages, or insurance companies. Simple.


Our services

Where We Can Help

Comprehensive Financial Planning covers a vast array of topics.
Here’s a look at the subjects we help you tackle.

What We Offer

Our Mission

At Abundance Financial Planning, we forge enduring, trusted financial advisory partnerships with our clients. Our mission is to provide unwavering financial peace of mind through custom-tailored, unbiased advice, enabling clients to fearlessly pursue their passions, dreams, and talents.


Our Vision

At Abundance Financial Planning, we believe in starting with a clear vision of your unique goals. We provide objective advice and experience-led execution to bring your vision to life, offering true peace of mind. Our focus is on helping clients achieve financial goals and understand their unique purpose, mission, and values. We aim to empower clients by offering education, tools, and resources for clear communication and defining their objectives. Our goal is to take the burden out of managing financial details, allowing clients to enjoy life’s journey and live out their unique purpose.


Our Values

We will help you organize your financial life, prioritize your goals, provide objective advice, anticipate life changes, offer necessary education, and work collaboratively with transparency.

Manage Cashflow

Budget analysis to determine spending habits. Reallocate efficiently to maximize wealth.

Risk Management

Protect yourself, your assets, & your loved ones. This is the moat around your financial castle.

Education Needs

Set goals, plan, & manage finances to fund education expenses.

Debt Management

Debt management is integrated into your comprehensive plan.

Employee Benefits

Benefits analysis to ensure you’re taking full advantage of options.

Goal Planning

Think big. Needs, wants & wishes. Failing to plan is planning to fail.

Estate Planning

Family, charity, or Uncle Sam. Choose wisely who inherits your estate.

Tax Planning

Utilize current tax laws & strategies to maximize investments and income. 

blog

Latest news from Blog

Here are the latest articles and resources to help educate and empower.

Wealth can impact relationships. Common sources of money conflicts include financial infidelity, lack of savings plan, spending conflicts, inability to balance priorities, money and family conflicts, inappropriate boundaries in monetary decisions, and utilizing money as power/influence. Seek help from a licensed health expert to address these issues effectively.
While wealth can lead to positive outcomes, it can also create strain and conflict in personal relationships. As a financial planning firm, our main focus is not on providing family therapy, but we are committed to highlighting common stress-inducing factors related to finances and relationships. Our goal is to help you recognize and manage any challenges that may be affecting your life effectively.
The way we see adults handle money and economic situations influences our own attitudes toward money from a young age. These beliefs become deeply ingrained as we age and can significantly impact our lives. They give rise to what are known as money scripts, which greatly influence our financial behaviors. The first step in addressing harmful money habits is recognizing the issues associated with these beliefs about money.
Are you confused about what financial planning actually entails? Don't worry, you're not alone. Financial planning looks different for every household, but there are essential components that must be addressed. From risk mitigation to short and long-term savings and investments, to legacy needs, our comprehensive guide will provide you with the top tips and advice to set up the perfect plan for you. Whether you need life insurance, disability insurance, or information on diversifying your portfolio, we've got you covered. Don't hesitate, seek financial advice today and take control of your financial future.

Discover the benefits of advice-only planning!