Our Planning Process

In Meeting

Initial Complimentary Consultation

  1. How you found us and what you are looking for.

  2. Learn about Abel Financial and the clients we work with.

  3. At a high-level, discuss what you have done financially and where we may be able to help.

  4. Determine our next steps

Investment Chart

Goal Setting: “What Really Matters – A Fulfilling Life” Meeting:

This meeting is about YOU. We will ask about your:

  1. Goals in life for you and your family.

  2. Family: Children, grandchildren, parents, pets, etc.

  3. Career, hobbies, charitable interests, and other passions.

  4. Ask questions that will help us understand how we can help today and

  5. how we can exceed your expectations throughout our relationship.

Financial Analyst

Observations and Recommendations Meeting:

  1. This is where we discuss your financial successes and gaps.

  2. We will build a roadmap of critical items to accomplish across a variety of planning topics.

  3. We will review our interactive financial model with you so you can see what your

  4. future may look like. This will also be how we make big financial decisions in the future.

Financial Reports

On-Going Meetings:

  1. Regular meetings to review your net worth, investment portfolio and progress towards your financial goals.

  2. These meetings are designed so we can keep up with changes in your family and educate you on your financial plan.

  3. Our promise is to never speak over you or in a condescending tone.

  4. We want you to feel confident in your financial future.

Shaking Hands

On-Going Meetings:

  1. As a fiduciary and Certified Financial Planner, we are held to the highest standard required by law. Most financial advisors are not held to a fiduciary standard.

  2. Deeply personalized service – you are not just a number at Abel Financial.

  3. We return calls and emails within 24 hours.

  4. When we say we will follow up, we do. We are “pleasantly persistent” to hold you accountable.

Learn more about our Investment Management Services