You’ve built up your army of dollar bills, now what?
You’ve found success, but also complexity. Now, you worry about missing big opportunities and not having enough hours in the day. That’s where we come in. We handle the financial problems. You focus on what matters.
A financial partnership that gets you to the next level
We’ve spent decades helping people across the country free up their time and grow their wealth. Find out if it’s time to join forces.
- Book a Discovery Call
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Let’s get to know each other! Match with an advisor to talk through your financial concerns, high-level goals, and see if we’re a good fit on this free call.
- Share Your Money Goals
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This is the fun part. When you join, we’ll get planning meetings on the calendar. We’ll dig into your financial picture and build a plan to fit you.
- Build Wealth and Confidence
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The goal? You feel confident and in control of your money. We’ll do the heavy lifting: fine-tuning, optimizing, and checking in as life changes.
Frequently Asked Questions
Still have questions? Check out answers to a few FAQ’s.
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The Abundance Cycle is not only part of our business model but how we serve our audience and our team. This is our philosophy and way of life. When you find The Money Guy Show for the first time, we hope you’ll learn smart financial principles, apply that knowledge to your own financial life, and implement simple strategies that will grow your wealth. We load you up with free information and the financial knowledge you need to build your wealth. Once you reach a certain point of success, you’ll realize you don’t want to go it alone. When you reach that point, you’ll come back to where it all started: The Money Guy Show and Abound Wealth.
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1. The gravity of your financial decisions becomes so great that you no longer feel comfortable going at it alone.
When you first start building financial independence, a 10% blunder on $10,000 probably won’t derail your long-term plans. As your assets grow, that 10% blunder can substantially alter your plans if your assets have grown to a critical mass of at least $500k.
2. Your financial situation has gotten complicated.
Whether your household income is increasing, your compensation structure is changing due to employer incentives, your taxes are becoming more “involved,” or you’re unsure of how the retirement, college, estate, investing, tax, and insurance pieces of the puzzle all fit together, your financial situation is probably more complicated now than it was when you first started out. Your overlying question shifts from “what do I do?” to “am I doing everything I am supposed to be doing, and am I doing it in the most efficient manner possible?”
3. There aren’t enough hours in the day.
Trying to balance work, family, community, and recreational activities can make it extremely difficult to carve out time to focus on your financial affairs. Life gets busy, and the busier it gets, the more you want to make sure you can focus on those things that truly matter. Having someone help take some of the financial burden can create the abundance that you need.
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Abound Wealth charges a single, graduated advisory fee based on assets under management (AUM). That one fee covers your entire comprehensive plan: investments, tax strategy, retirement and cash flow, estate, insurance analysis, and education funding. No extra service fees or surprises.
Your fee doesn’t start until after your second onboarding meeting, once you’ve seen the full plan. There are no contracts or surprise fees; we’d rather earn the relationship every year than lock you into a contract.
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Abound Wealth’s minimums fall between $500k–$750k, depending on account structure and personal circumstances. It generally makes the most sense to bring on a holistic financial advisor after you’ve reached at least $500k in assets.
With free information available, including our Money Guy show, staying on top of your financial life is easier than ever. Take full advantage of the resources available at moneyguy.com to keep growing your wealth.
Getting close? You may also be eligible for LevelUp, our short term dedicated financial planning support to help close the gap.
Learn more about how we work or fill out our become a client form!