A More Personal Approach to Financial Advice
At Abacus Wealth Planning, we believe good financial advice starts with truly getting to know you. Whether you’re an individual or a business, our goal is simple — to give you clear, independent advice that’s tailored to your life, your goals, and your future.
We always begin with a free initial chat. It’s a relaxed, no-obligation meeting where we take a look at your current financial picture, talk through your priorities, and see whether we’re the right fit to work together.
If we decide to move forward, we’ll take the time to understand your full situation — where you are now, where you’d like to be, and what matters most along the way. From there, we’ll design a personal plan that brings clarity and confidence to your finances — whether that’s short-term support or a complete lifetime strategy.
And we don’t stop there. You’ll receive ongoing support and regular reviews to keep your plan on track, ensuring it continues to work for you as your circumstances evolve. So why not take the first step? Let’s have a friendly conversation about how we can help you build a secure financial future — one that’s shaped around you.
1. Getting to know you
We start by listening — understanding your goals, priorities, and what a successful financial future looks like for you.
2. Information Gathering
Together, we’ll review your current position through a simple Fact Find and an Investment Risk Questionnaire.
3. Research and Analysis
We’ll identify any gaps or opportunities and outline practical steps to help you reach your objectives.
4. Presenting your Financial Plan
We’ll sit down with you to explain our recommendations in plain English — making sure everything aligns with your goals.
5. Implementing your Plan
Once you’re happy, we’ll take care of all the paperwork and put your plan into action.
6. Ongoing Review
Life changes — and your financial plan should change with it. We’ll meet regularly to review your progress and make adjustments when needed.