https://www.abundancewealthadvisors.com/insights daily 0.75 2023-03-07 https://www.abundancewealthadvisors.com/insights/washington-state-long-term-care-tax-your-options monthly 0.5 2021-07-23 https://www.abundancewealthadvisors.com/insights/what-you-need-to-know-about-washington-states-new-long-term-care-tax monthly 0.5 2021-06-16 https://www.abundancewealthadvisors.com/insights/blog-post-title-one-78773 monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609790827518-T4UQH10KISDMD6UQ4VAE/pyramid+picture.png Insights - Making Meaning With Money The Wealth Planning Pyramid https://www.abundancewealthadvisors.com/insights/blog-post-title-two-xnpxp monthly 0.5 2021-02-12 https://www.abundancewealthadvisors.com/insights/tag/Long+Term+Care monthly 0.5 https://www.abundancewealthadvisors.com/insights/tag/Insurance monthly 0.5 https://www.abundancewealthadvisors.com/insights/tag/Aging monthly 0.5 https://www.abundancewealthadvisors.com/insights/tag/Tax monthly 0.5 https://www.abundancewealthadvisors.com/insights/tag/Payroll+Tax monthly 0.5 https://www.abundancewealthadvisors.com/insights/tag/Washington monthly 0.5 https://www.abundancewealthadvisors.com/who-we-are daily 0.75 2024-09-16 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/2a0f5b06-f7f5-4907-8590-8a60212b3855/Jeff+Stoss+base+web+image.jpeg Who We Are - Jeff Stoss Director of Operations A northwest native, Jeff has a decade of experience providing operational, compliance, and organizational support to financial advisors. He is the person behind the scenes, ensuring the firm functions at peak capacity. Jeff has an affinity for systems and a keen eye for detail. He has developed a professional passion around enabling small businesses and organizations to run as efficiently and profitably as possible. Jeff holds a bachelor’s degree in Business Administration from Western Washington University. In his spare time, he enjoys spending time at his local taphouse with friends, is a professional wrestling nerd, and can watch Twitch for hours while cooking amazing meals. He has also been known to argue with his cats over who gets the last slice of cheese. He enjoys going on adventures with his wife, discovering new favorite vacation spots and embarking on spontaneous road trips. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611114607162-OGPHG3EWRVOFZ1F1YZAL/Patrick+Franck.jpg Who We Are - Patrick Franck, CFP® Advisor Patrick began his Financial Services career after graduating Washington State University in 2010 with a Bachelor of Science in Economics with a Financial Markets emphasis. As a financial advisor, he is inspired by making a positive difference in the lives of people he is fortunate to work with. He holds his CFP® designation, in addition to his series 6, 7, 63 and 65 licenses. Patrick looks to help his clients pursue total wealth – extending beyond financial health to include community, family, and living with purpose. He helps his clients develop a unique plan that is specific to their individual situation, goals and what is truly most important in their lives. Patrick currently lives in Sumner, WA with his wife and their daughter. He enjoys spending time with his family, traveling and golfing. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611114582535-TJI850PSTG13VW43ZP6F/Scott+Berry+CFP.jpg Who We Are - Scott Berry, CFP® Advisor As a CERTIFIED FINANCIAL PLANNER™ practitioner with almost ten years of experience as a financial advisor, Scott brings a wide range of experience to Abundance Wealth Advisors. His areas of knowledge include retirement planning, investment planning, tax planning and insurance planning. He built his career focusing on advising public employees in Oregon and Washington on their pensions. Scott has a passion for philanthropy and its positive, lasting impact on people’s lives. In his work as a financial planner and as a volunteer he has witnessed the beneficial effects of everyday philanthropy on donors, as well as recipients. He believes that, with sound financial planning, realistic philanthropic goals are within many people’s reach. Scott is active in his community, serving on the board of an organization dedicated to improving mental healthcare for children. He enjoys hiking and camping in the Pacific Northwest with his family. https://www.abundancewealthadvisors.com/get-started daily 0.75 2023-10-05 https://www.abundancewealthadvisors.com/our-services daily 0.75 2024-01-20 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458678751-7H8OF46ACXB8NDTCB65Q/WorldarrowsPLANNING.png Our Services Comprehensive Financial Planning integrates all the different strands of our financial lives. It takes our goals and our preferences and looks at how they might be satisfied through planning. This will likely involve budgeting, investment, tax, insurance and estate planning. If you have different professional advisors that help in these areas, Abundance Wealth Advisors can coordinate the team. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612541614073-BPNNSCWL35RCX5EFGCFS/clipboardINSURANCE.png Our Services The capacity to adapt to and overcome the unexpected is what separates good plans from great. We educate our clients on the vulnerabilities of their plan, analyze the insurance protection in place to address them, and recommend appropriate options based on individual circumstances. A financial plan that is protected with insurances can help us move forward confidently, knowing we have answers to the pressing questions many families face when the unexpected occurs. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458181204-K1ZRUGUN31RXZ9IWJ9VF/CupandGraph+EDUCATION.png Our Services College costs have increased well ahead of the general inflation rate. Helping loved ones with these costs takes, while taking advantage of tax breaks and potential financial assistance, requires careful planning. The sooner education planning takes place, the longer investments have to work. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612478660018-UUTRA2D7Y0U84V1RG2AI/CalccreditcardBUDGETING.png Our Services Developing an effective financial plan usually means spending less than you make and putting the excess to work. Successful money management can involve creating and monitoring budgets so that you understand where money goes as well as finding the right place for what is left over. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458468522-643WCDMUJTRAUVPJD5NQ/PigRETIREMENT.png Our Services Abundance Wealth Advisors will help address questions about how you will support yourself and your family in retirement. We bring experience in coordinating an income strategy from various qualified retirement plans, Social Security, and personal savings and investments. Retirement is a complex topic that involves cash flow planning, tax planning and investment planning. We guide clients through the process of assessing their retirement needs based on their assumptions about their budget, inflation and investment returns and comparing these needs with available and planned resources. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458489258-4E73COK9PPNN2CNN5LMT/ClipboardmovesTAX.png Our Services The impact of taxation on anyone's financial situation can be significant and ought to be addressed as meaningful expenditure. As trusted advisors we help navigate an ever-evolving tax environment. We co-ordinate as needed with accountants and other tax advisors to provide the proper context and consideration for the strategies that will help you efficiently work towards your goals. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458560494-PQ1WMGJKOTF7HIOE9TZY/personmountainESTATE.png Our Services Successful estate planning is more than arranging for the efficient transfer of assets when you pass. It is also about ensuring that you have taken the proper steps to have your wishes fulfilled when you no longer have the capacity to do so. We seek to understand the desires and intentions of our clients, facilitate the alignment of their estate plan with those intentions, and do so in full consideration of the potential estate taxes and other end of life expenses that may interfere with their plans. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612458543756-IILI4P7A6NKS3UTP4RK9/HandsCoinINVESTMENT.png Our Services Abundance Wealth Advisors helps guide you through the investment landscape - from Index Funds, ETFs, and low cost investments to equities, bonds and alternatives. Different investment vehicles have different risks, rewards, and tax implications. We will help you understand what these are and how that fits into your financial plan. We guide our clients in developing a unified investment strategy across their various accounts in line with their goals, risk tolerance and time horizon. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1612478683935-3NH3QO7EJCG4R87FHN47/paperwaterpercentESG.png Our Services Our clients are purpose-driven and cause minded, so we work hard to align their investments with their core values. Environmental, Social and Governance (ESG) investment options provide opportunities to integrate your belief system into your asset allocation. We seek to help develop an investment strategy that puts you on the path to pursue your goals without feeling like you have to compromise your beliefs. https://www.abundancewealthadvisors.com/our-approach daily 0.75 2023-03-08 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108005160-8ZI4WA6ZR9WM138CHXH6/Step+2.png Our Approach - Step 2: Identifying and Selecting Goals A good financial plan depends on a well understood set of goals. Abundance Wealth Advisors will help to identify and prioritize your goals. We believe that an understanding of a client’s financial objectives requires knowledge of their non-financial aspirations. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611107911752-XU0G1M9AMAHODQ1D3FOW/Step+1.png Our Approach - Step 1: Understanding personal and financial circumstances Abundance Wealth Advisors begins with a conversation about both where you are in financial terms and who you are as a person. We seek a deep understanding of our clients’ personal and financial circumstances. Only then can we help them plan with purpose. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108489038-M5WSXMLV5V2ZY0YQKO7R/Step+3.png Our Approach - Step 3: Analysis We look at your current trajectory and analyze alternative courses of action. We examine the ways each potential course of action might help address your goals. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108500553-79NQVKZNSJ4JU5BACVK1/Step+4.png Our Approach - Step 4: Developing Recommendations We craft strategies that are designed to help clients grow their wealth, mitigate risks, and empower them to make money decisions in alignment with their values. Our recommendations are based on the strong foundations laid by understanding your circumstances and goals. We let you know your choices and why we propose a course of action. Recommendations we make will always be in your best interest. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108599803-8LY6QSI6LE6XFNW5ZXNS/Step+5.png Our Approach - Step 5: Presentation We walk our clients through our recommendations in whatever presentation format they prefer - in person or virtually. We use software that helps to visualize the plan and which clients can access to make changes. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108838884-PHM5Q9NAKQDN7JAL2F2O/Step+7.png Our Approach - Step 7: Monitoring We establish responsibilities for monitoring the plan and a communications schedule. Typically we meet at least annually for an in depth review of progress and revisit the financial plan. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1611108822072-6H7QGW1VS5DE8FLGVHTI/Step+6.png Our Approach - Step 6: Implementation The next step is to turn recommendations into reality. We address who is responsible for each step of the process, including identifying, analyzing and selecting products and services in line with the financial plan. https://www.abundancewealthadvisors.com/home-1 daily 1.0 2024-01-20 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609833796777-GA5RW2KONGP3JCFOQLKH/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609833907455-21SIBFCFP12EK4FNROJK/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1608670117180-5UFXU22QYFOY10ME801C/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609833689215-MO6Q0N84M19KSR00GK8F/image-asset.jpeg Home https://www.abundancewealthadvisors.com/client-access daily 0.75 2024-01-20 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/bc7dcbdb-caac-4c1b-9af8-9ee2a0d1c28f/AWA+%2B+RC+%281%29.png Client Access https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/7e99dea4-de0c-40be-b2e5-5bb07341d732/Osaic+%2B+eQuipt.png Client Access https://www.abundancewealthadvisors.com/who-we-serve daily 0.75 2023-03-08 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609834134418-KB7A3CQK47A1Q3YCIVQF/image-asset.jpeg Who We Serve - Starting Out Many of our clients are doctors or teachers, professionals who have taken on debt to build strong educational credentials. Retirement is a long way off - they have shorter term financial goals such as buying a house and paying down debt. Some are starting families. At this stage getting control of the budget, tax planning and building up an emergency fund are important. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609834904648-W42V3KP8SOZTDSAY3MN3/image-asset.jpeg Who We Serve - Building Once a client is on a firm financial foundation we help them plan for pursuing specific financial goals. Short and medium term goals might include college savings or a vacation. Planning for the most significant long term goal, retirement, involves understanding workplace benefits, the impact of taxes, and investment strategies. Estate planning and insurance planning help ensure that families can cope with the unexpected. https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1609834489235-5D04BK7R5CMEJDRNAKRH/image-asset.jpeg Who We Serve - Approaching Retirement We often work with clients who are fewer than ten years from retirement who want to ramp up their savings and to balance investment risk with reward. Tax planning and investment strategy are key to this phase. As assets accumulate estate planning can both reduce taxes and help meet philanthropic goals. https://www.abundancewealthadvisors.com/ebook daily 0.75 2021-06-16 https://www.abundancewealthadvisors.com/download daily 0.75 2021-06-16 https://images.squarespace-cdn.com/content/v1/5fc7dc69aa14026f5ca177af/1623878238045-TJVDUI5G0179B6OCGXIT/unsplash-image-5fNmWej4tAA.jpg Download - Thanks! 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