Abundant Outcomes enjoys partnering with organizations to architect holistic financial wellness programs for their stakeholders. We
Regular coaching catalyzes the synthesis of financial concepts, while building confidence. Coaching also serves as an opportunity to receive ongoing feedback on the evolution and implementation of strategic financial management plans.
Due to our agility, we are able to quickly develop programs customized for the target population and deliver content in manners that promote engagement and edification. We provide most services in-person or virtually.
We have established relationships with non-profit organizations with long histories of service in Arizona, such as
Abundant Outcomes initiates our individual or family coaching relationship with a short survey that outlines our client's financial objectives and concerns. We then leverage the information provided to optimize the client's Discovery Session, where we assess their personal finance management style. We discuss opportunities to better overall financial health; the result is an analysis that includes insights and recommendations.
Additional sessions (called Focus sessions) are scheduled based upon the client's needs and are often used to develop or modify plans to achieve milestones such as an emergency fund or house down payment. Clients also schedule these sessions to support benefits selections during open-enrollment or job changes and to better prepare for meetings with financial advisors, among other reasons.
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