The process of building your financial future begins with developing a clear understanding of your most important values. These priorities are the foundation of your life goals which lead to the life you envision for yourself and your family. We will work as your partners to align the values and goals which lead to a successful life on your terms.
We use current academic research and comprehensive financial strategies to craft your personal financial plan of action. The result is a customized financial map based on your life circumstances, guided by current research and expertise, and designed to withstand life's changes.
When your life goals are clear and a strategy for success has been chosen it is time to incorporate the financial plan with your life. We will guide you in the implementation process and help you establish a foundation for personal long term success. Our commitment to act as fiduciaries in all aspects of the planning process means your best interests govern all client recommendations.
The Financial Checkup Analysis is a comprehensive snapshot of your current financial situation including:
Every new client relationship begins by gathering information about your current financial circumstances, life goals and concerns. We believe the value of any financial plan is greatly enhanced when financial strategies are closely linked with the client's personal goals and objectives. The financial information needed includes: an inventory of all assets, such as investment accounts, personal property (home, autos, Etc.), real estate, retirement accounts (IRAs, 401(k)s, Etc.) as well as your liabilities: mortgages, home equity loans, auto loans/leases, and credit card debt, Etc. We use this information to clarify how closely the current financial situation is aligned with your most important priorities.
This is a working financial planning session. We will discuss your financial planning, income tax or investment issues as they relate to your life goals.
Some of the topics we could discuss include:
Abacus offers ongoing portfolio management services based on the goals, objectives, time horizon, risk capacity and risk tolerance of each client.
Portfolio Management Services include:
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Abacus Wealth Factors, LLC is a Registered Investment Advisor in the State of Georgia. Prior to any advisory work conducted outside Georgia, Abacus would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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