Schedule a Call
Planning for every aspect of your financial life. We’re with you through it all.
Whether you’re asking questions about retirement, managing investments, affording college for your children, or having enough, we’re here to help.
Your Abacus Advisor will guide you in aligning your money with your values so you can focus on what matters most in life. We best serve those seeking a long-term financial planning and investing management relationship.
Interested in Becoming a Client?
Our simple 3-step process identifies how we can provide ease and clarity around your money life.
15-Minute Introductory Call
Chat with a member of our Matchmaking Team to determine if Abacus is the right fit for your unique needs:
- Meet via phone to learn about your current financial situation and future goals
- Discuss our services and fees and provide an overview of what working with us is like
- Address any questions and determine next steps (whether that’s working with Abacus or not, we’ll point you in the right direction)
Meet Your Abacus Advisor
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.
Make a Decision
If you and your advisor agree to move forward, you will sign a client agreement and begin the onboarding process.
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.
