Our Services
At Abundant Life Planning, we offer a range of financial services designed to help you align your resources with your values and purpose. Whether you’re seeking clarity on your financial future, planning for retirement, or looking for values-based investment options, our team is here to guide you every step of the way. Our goal is to create personalized strategies that allow you to live generously, plan wisely, and steward your resources faithfully.
Life Planning
Through our Life Impact® Stewardship Journey, we integrate your financial plan with your broader life purpose. We help you make decisions that reflect your calling, live generously, and create a meaningful impact in your family, community, and beyond.
Comprehensive Financial Planning
We take a holistic approach to financial planning, addressing every aspect of your financial life. From cash flow management to retirement, tax, and estate planning, we help you build a clear, actionable roadmap designed to achieve your financial goals while staying aligned with your faith and values.
Estate Planning
We provide guidance on how to structure your estate to protect your family’s future, support the causes you care about, and ensure your resources are passed down according to your wishes. Our collaborative approach works alongside your other advisors, such as attorneys and CPAs, to develop a comprehensive estate plan that reflects your values.
Asset Management
Our team provides professional management of your investments, ensuring that your portfolio is aligned with your financial objectives, risk tolerance, and time horizon. We focus on prudent, long-term growth strategies to help you secure your financial future.
Values-Based Investing
We specialize in values-based investing, offering a range of values-aligned and faith-based portfolios. These investment options allow you to align your financial strategies with your beliefs, ensuring your resources are managed in a way that reflects what matters most to you. For more information on values-based investing, please see our Form ADV Part 2A.
Why Choose Abundant Life Planning?
Fiduciary Commitment
As a fee-based, fiduciary firm, we are dedicated to acting in your best interest, providing transparent and personalized financial advice you can trust.
Values-Driven Approach
We integrate faith-based and values-aligned investment options into every financial plan, as desired by our clients, ensuring that your finances reflect your beliefs and long-term vision
Comprehensive Solutions
Our services go beyond basic financial management—we offer holistic solutions that encompass every aspect of your financial life, helping you live purposefully and generously.
