Being in Abundance LLC
Providing fee-only financial planning to women virtually nationwide. Your empowerment, peace of mind, & financial well-being are my goals & commitment to you. My success is tied to your success.
"Wealth is more than money" & solid financial advice should not begin with investments. My focus is in creating a space for you to discover & achieve your goals through the building & using of your financial resources; meeting YOU where YOU are in life. I provide flexible services; Financial Coaching & Planning, Wealth Management and Hourly.
My job is to help you organize and simplify your finances, make smarter choices that align with your values, and remove overwhelm by creating a plan you can follow confidently. Together we'll:
- Understand your cash flow
- Identify your life values, goals & develop a plan to achieve them
- Pay-off debt
- Maximize company benefits
- Match investments with goals
- Build wealth
DREAM. PLAN. TAKE ACTION. STEP INTO YOUR POWER.
Schedule a complimentary 30-minute call to get to know each other, your goals, and see if it makes sense to work together
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.