Schedule a Call

Let’s take some time to talk about the money obstacles you may be facing.

Your Abacus Advisor will guide you in aligning your money with your values so you can focus on what matters most in life. 

Whether you’re asking questions about when you can retire, how to manage your investments, if you can afford to send your children to college, or if you have enough to leave the impact you want for your family and community, we’re here to help. 

Interested in Becoming a Client?

Our simple 3-step process identifies how we can provide ease and clarity around your money life.

Chat with a member of our Matchmaking Team to determine if Abacus is the right fit for your unique needs:

  • We’ll meet via phone to learn about your current financial situation and future goals
  • We’ll discuss our services and fees and provide an overview of what working with us is like
  • We’ll address any questions and determine next steps (whether that’s working with Abacus or not, we’ll point you in the right direction)

We’ll pair you with the person best suited to your needs based on specific expertise, personality match, and new client availability (plus any other preferences you may have). During a 1-hour meeting with your advisor, we’ll go in-depth about your specific needs, values, goals, and concerns. This meeting will give you a real sense of what working with Abacus will be like so you can make an informed and confident decision.

If you and your advisor agree to move forward, you will sign a client agreement and begin the onboarding process.

Schedule a 15-minute Introductory Call