Powered by Abound Wealth
LevelUp
You’re in the building phase, but want to reach your goals faster. Let’s help get you there!
Up Your Financial Game
Level up your game plan and get clear guidance before you’re ready for the next level with Abound Wealth. A step-by-step roadmap and coaching with a dedicated CFP® will help you understand where your money is working and discover strategies to make it work harder.
How It Works
LevelUp (powered by Abound Wealth) is a yearly membership program.
Here’s what to expect in year one.
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Get matched1
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With your dedicated CFP® professional and share your goals in a 60 minute intake session.
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Get your plan2
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Your advisor analyzes your full financial picture and creates a roadmap to reach your financial goals.
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Get coaching3
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Starting with a 90 minute session to review the plan, you’ll meet with your advisor for key stages in the process for implementation and coaching. Plus unlimited email support!
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Get access4
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To your personalized dashboard that lets you know exactly where things stand at any moment.
What’s in the Roadmap?
When we say we analyze your full financial picture, we mean it. Every plan is built around what matters most to you, not a generic checklist. Analysis and planning include:
- Goal Setting
- Cash Flow
- Tax Planning
- Investments
- Equity Compensation
- Retirement Savings
- Real Estate
- Education Savings
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LevelUp (powered by Abound) is built for the building phase. You’re not at square one anymore, but ware ready to accelerate progress on your way to the next level. LevelUp is short-term step to help you reach your goals faster. This service provides a real plan and hands-on coaching, not ongoing investment management. If your investible assets are $500K or more, the full-service wealth management Abound Wealth provides is probably a better fit.
If you’re not sure which service is right for you, fill our our Become a Client form and we’ll match you with the right next steps.
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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.
What you get with LevelUp
- 60-minute Intake Session
- Written Financial Plan with action items (see a sample plan >)
- Custom Financial Model
- 90-minute Plan Delivery meeting
- Three 60-minute Coaching Sessions
- Unlimited Email Support
- Annual Plan Update and Goal Tracking
- Annual Investment Portfolio review
- Unlimited email support