Financial Planning

Financial Abundance, LLC provides fee-only financial planning services to individuals, couples and privately held business owners, who wish to take more control over their financial lives.

Financial planning services are provided by Wayne Farlow, a Certified Financial Planner (CFP®) since 1983.  Our fee-only approach helps us avoid any conflicts with your best interests. We “sit on your side of the table” to provide you the financial advice necessary to help you live from a position of financial abundance.

During your complimentary initial consultation, we jointly decide if the Financial Abundance approach will help guide you to meeting your financial goals.   Incorporating the Seven Steps to Financial Abundance, we provide concrete recommendations and approaches to improving your financial health.

If you engage us to provide a financial plan, we thoroughly analyze your financial health, examining your current financial position and comparing it to your short, medium and long term financial goals. We provide specific strategies and tactics to help you meet your goals through saving taxes, appropriate investment approaches, managing your financial risks, preparing for retirement and assuring that your estate is in order.

You receive a written financial plan, providing detailed recommendations to help you achieve your financial goals and improve your financial health. We also provide ongoing support to help assure that your financial plan is implemented,  including a written annual plan update.

While we cannot guarantee that you will be able to meet all of your financial goals, our promise is that we will be your guide along the journey, answering all of your financial questions and helping you implement your financial plan. If you would like to find out more about the Financial Abundance approach to financial planning, please  contact us to set up a free initial financial planning consultation.