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. All financial planning services are provided by Wayne Farlow, a Certified Financial Planner (CFP®) since 1983
During your free initial consultation, we jointly decide if our approach will help you meet your financial goals. If you engage us, we thoroughly analyze your financial health, examining your current financial position and comparing it to your short, medium and long term financial goals.
Incorporating the Seven Steps to Financial Abundance, we provide concrete recommendations and approaches to improve your financial health. By analyzing your financial investments, we determine if they are appropriate for you to obtain your financial goals, while minimizing your financial risk. Whether you choose our Asset Management Services or not, you are provided access to our ETF Model Portfolio which has had an annualized total return of 11.85% over the past six years (2002 - 2007).
You receive a written financial plan, providing a detailed roadmap to help you achieve your financial goals and improve your financial health. We also offer ongoing support to help you implement your financial plan, including a written yearly 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 with you along the journey, to answer questions and help you implement your plan.
Our fee-only financial planning services 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 abundance.
Applying proven financial planning techniques, we will be your guide on the journey to financial abundance. Contact us to set up a free initial financial planning consultation.


