Let one of the certified financial planners at Abacus Wealth lead you through a personal two-hour financial check-up. Says Abacus Wealth co-founder Spencer Sherman, "We aim to be a model for the type of world we'd like to live in: prosperous, diverse, sustainable, inclusive, and kind."
Abacus Wealth is offering a two-hour comprehensive financial check-up with an Abacus CFP® Advisor. In addition to performing a financial check-up, they'll help you to determine what steps you can take now towards meeting your most important life goals, such as obtaining financial independence, buying a home, or putting a child through college.
At Abacus, we expand what's possible with money. To fully realize what's possible with money, we connect money with values. We serve people from diverse backgrounds and with differing financial means. Our culture of humanity and caring creates truly impact-full connections by empowering people with the possibilities for their money. We enhance our clients' experience in the here and now, not just in the future. We are Abacus Wealth Partners. We make connections.
Item Special Note
All prices $USD.
To be scheduled before the end of 2021.
Scheduling to be arranged in consultation with Abacus Wealth.
At the conclusion of the auction, the winning bid will be charged to the credit card on file.
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