Where Money Meets Mindfulness
Financial freedom isn’t a number, it’s a sense of having enough.
Through reflective and thoughtful planning, it is possible transform your relationship with your money. Whether you’re planning for retirement, aligning your investments with your values, or sending your children to college, we’re here to help.
How would you like to be more mindful with your money?
Interested in Becoming a Client?
Our simple 3-step process identifies how we can provide ease and clarity around your money life.
Tell Us About Yourself
We believe in personalized service, tailored to your unique situation. To get started:
- Fill out the confidential questionnaire below
- Help us understand your financial picture and goals
- We will personalize our approach to your needs
Schedule a Discovery Meeting
Once you’ve completed the form, you’ll have the opportunity to schedule a Discovery Meeting with an Abacus advisor. Here’s what you can expect:
- A friendly, no-pressure Zoom meeting to discuss your needs, values, goals, and any questions you may have
- You’ll learn about what we offer, the cost for service, and what it’s like to work with us
- We’ll answer all your questions and determine the appropriate next steps for you
Whether that means working with Abacus or not, we’re here to point you in the right direction.
Begin the Onboarding Process
If you decide Abacus is the right fit for you:
- You’ll work with an advisor whose expertise specifically matches your needs
- Upon signing a client agreement, you’ll begin our streamlined onboarding process
- We’ll guide you through all necessary paperwork and account setup
- Our team handles the heavy lifting to make the process as smooth as possible for you
Once everything is set up, your personalized Client Journey begins.
We believe in personalized service, tailored to your unique situation. To get started:
- Fill out our confidential questionnaire
- Help us understand your financial picture and goals
- We will personalize our approach to your needs
Once you’ve completed the form, you’ll have the opportunity to schedule a discovery session with an Abacus advisor. Here’s what you can expect:
- A friendly, no-pressure Zoom meeting to discuss your needs, values, goals, and any concerns you may have
- You’ll learn about we offer, the cost for service, and what it’s like to work with us
- We’ll answer all your questions and determine the appropriate next steps for you
Whether that means working with Abacus or not, we’re here to point you in the right direction.
If you decide Abacus is the right fit for you:
- You’ll work with an advisor whose expertise specifically matches your needs
- Upon signing a client agreement, you’ll begin our streamlined onboarding process
- We’ll guide you through all necessary paperwork and account setup. Our team handles the heavy lifting to make the process as smooth as possible for you
Once everything is set up, your personalized Client Journey begins.
Tell Us About Yourself
How Purpose Ignites Success
