You will have a plan that is tax smart, strategic, and completely automated, leaving you with peace of mind that you are on track and can truly enjoy the journey.
We want to know where you came from and what big things you want to do in your financial future. We also want to know what you’ve learned so far and mistakes you’ve seen others make that you want to avoid.
Current cash flow and budget
Tax return and mitigation strategies
Real estate holdings
Insurance policies (health, disability, life, umbrella, home, auto)
Investment accounts (retirement, taxable, 529, trusts, pensions)
Stock options (RSU, RVU, ISO, NSO, etc)
Charitable giving
Debt and student loan optimization and refinancing
Net worth and future earnings trajectory
Estate planning (wills, trusts, powers of attorney)
Current professionals’ competency (accountant, attorney and investment, insurance advisors)
We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case .
With the right plan, you have the chance to get ahead financially and stay ahead for life. That means you can reach big financial goals and enjoy every step along the way. But a policy, portfolio, or rental house isn’t a plan. A plan is having it all tied together and on track toward your big, bright future, and that starts with an audit from our team on all of your money.
Current cash flow and budget
Tax return and mitigation strategies
Real estate holdings
Insurance policies (health, disability, life, umbrella, home, auto)
Investment accounts (retirement, taxable, 529, trusts, pensions)
Stock options (RSU, RVU, ISO, NSO, etc)
Charitable giving
Debt and student loan optimization and refinancing
Net worth and future earnings trajectory
Estate planning (wills, trusts, powers of attorney)
Current professionals’ competency (accountant, attorney and investment, insurance advisors)
We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case .
We will meet every Spring and Fall to stay proactive and review your financial plan so that you feel confident in reaching your goals and it truly allows you to enjoy every step along the way.
Current cash flow and budget
Tax return and mitigation strategies
Real estate holdings
Insurance policies (health, disability, life, umbrella, home, auto)
Investment accounts (retirement, taxable, 529, trusts, pensions)
Stock options (RSU, RVU, ISO, NSO, etc)
Charitable giving
Debt and student loan optimization and refinancing
Net worth and future earnings trajectory
Estate planning (wills, trusts, powers of attorney)
Current professionals’ competency (accountant, attorney and investment, insurance advisors)
We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case .
Get the advice you need without any strings attached. We don’t accept payment unless we know we can add value and we don’t charge commissions or sell products.
A one time engagement with 2 meetings & a written, comprehensive financial plan with recommendations for your tax, investment, retirement, insurance, debt and legal situation
Current cash flow and budget
Tax return and mitigation strategies
Passive Income strategies
Real estate holdings
Insurance policies (health, disability, life, umbrella, home, auto)
Investment accounts (retirement, taxable, 529, trusts, pensions)
Stock options (RSU, RVU, ISO, NSO, etc)
Charitable giving
Debt and student loan optimization and refinancing
Net worth and future earnings trajectory
Estate planning (wills, trusts, powers of attorney)
Current professionals’ competency (accountant, attorney and investment, insurance advisors)
Every key part of your financials, so that you know exactly what to do to get more out of your money.
And don't worry, we operate on results based planning so we will help implement each recommendation so that you can finally get financial peace of mind.
Implementation of the plan & 2 meetings a year to stay proactive
Account’s Annual Advice Fee
Ranges from 1/2% to 1%+ depending on account size
*Accounts under $500,000 have 1 full review a year
In case you have any other questions, simply book a call to get them answered.
When there is big change or complexity. You can be 18 and need an advisor if you get an inheritance or you can be 32 and get married and need a pro to explain how to combine finances. There is no right age, but the time is right to talk to someone when you have questions and aren’t sure on the best path forward.
Our fee schedule is simply the industry standard that charges slightly more on smaller accounts and slightly less for larger accounts. But the big difference at Abri from our fee vs others is what you get for it.
Most money managers charge 1.5%-.5% to manage your money but you only get portfolio management for that fee.
At Abri for the same fee they charge, you get so much more! We provide full tax planning, estate planning and document drafting, insurance audits, investment management, tax loss harvesting, direct indexing, a meeting every six months and unlimited advice support during the year.
Fees definitely matter but if you’re going to pay someone for advice, you better get the most for your money!
Yes, we are! Abri and all its Advisors are Fiduciaries, which legally means that all advice we give has to be in your best interest!
Not only are we Fiduciaries, we are also fee-only, which means that when we are managing your investment or retirement accounts, we aren’t paid commissions or kickbacks or any other sort of weird, shady thing.
There are no hidden fees with Abri; we disclose everything so you never have to question the advice you get.
Each Advisor on our team is required to have their EA and their CFP by year five of service.
But we apparently like school too much, so we also have other credentials like CPA, CLU, RICP, GBA, and JD on our team.
Each client has three meetings to start so that your Abri Advisor can learn your story, understand your current finances, provide education on best options to reach your goals, and help you begin to implement your strategic financial plan.
For individuals, once your plan is underway, you will have a Spring and Fall review so that you can be proactive and stay on track to your goals.
For business owners, once your plan is underway, you will have either 3 or 6 meetings a year to stay up to date.
In the event of any financial emergency or question, clients can always call or email to get the advice they need quickly.
Certainly not! We have clients in over 30 states and around the world, so most of our clients meetings are virtual meetings.
You are always welcome to meet with your Advisor in our office, but we can continue to help you no matter where you live or travel to.
A typical financial advisor provides advice in one area of your money, like investments, but often doesn’t have significant expertise, experience, credentials, or technology to support other areas of your finances like taxes or real estate or passive income, etc.
An Abri Advisor, a Personal CFO, has expertise, experience, credentials, and technology to provide advice in all five major areas of your finances (taxes, real estate, investments, insurance, and estate planning) that a lot of other “advisors” aren’t even legally allowed to do.
The key benefit is that you can get far more comprehensive advice and support with a Personal CFO than just a normal financial advisor, but the cost for either can be the same. So you can often get MUCH more for your money with a Personal CFO!
We absolutely do! Our job is to be your financial quarterback who helps you manage your financial team. A strong financial team consists of an accountant, attorney, personal insurance agent, investment advisor, and banker. So if you have one of those you like and trust, we can work alongside them to keep your plan on track.
If you are missing one of those or want to upgrade one (or all) of them, we can provide introductions to professionals we trust and help you build the team you need.
Easy, you can cancel your services at any time, no questions asked!
Nobody is the right fit for everybody, so we want to make sure it’s a great relationship for both sides. If down the road we’re not the right fit, simply let us know, and we’ll part ways as friends.
Investment Dashboard 
Planning Dashboard 
Retirement Dashboard 
Estate Planning Dashboard