Partnerships
Abundant Outcomes enjoys partnering with organizations to architect holistic financial wellness programs for their stakeholders.
We
- administer financial literacy assessments,
- facilitate personal finance fundamentals training,
- deliver group presentations,
- conduct interactive workshops, and
- coach individuals and small groups
Our curriculum does not merely provide instruction on concepts and systems, it addresses our childhood money stories, first money memories, early habits and core attitudes about our capabilities and worth.
Coaching Paths
Like working with a personal trainer or an academic tutor, Abundant Outcomes coaching catalyzes the synthesis of financial concepts while building confidence in making the most beneficial financial decisions. Coaching also serves as an opportunity to receive ongoing feedback on the implementation of strategic financial plans, as well as accountability assistance.
Financial Checkup
- Provides a holistic analysis and review of your financial condition (based on the accuracy of financial information provided)
- Good for those motivated to align their behavior with their objectives
- If you are unsure where to start, start here.
Budget Boost
- Supports those who need accountability in creating and executing a spending plan
- Highlights where your funds are going alongside a companion optimal expense plan
- Lays the foundation for systematic reviews that promote adoption and success
Savings Solved
- Straightforward assessment of savings needs and goals
- Discussion of appropriate savings products based on roadmap and minimum deposit
- Review of multiple strategies to build savings while progressing toward additional goals
Foundational Products
- Overview of financial products & services that support resiliency and wealth creation
- Granular explanation of differences between similar products, services, and service providers
- Support in selecting the appropriate portfolio of products for financial objectives
Credit & Debt Stewardship
- Determination of healthy level of debt based on current financial condition
- Guidance to leverage debt and credit standing for future income and wealth-building opportunities
- Review debt eradication plans and assess feasibility
Employer Benefits Navigation
- Maximizing employer options to ensure the most advantageous coverage
- Open enrollment or employer/life change support to match benefits selection with needs
- Clarification of options and their tax implications now and in the future
Need something else?
The list above is a starting point for those who have a clearer vision of their support needs. If none of these feel quite right, the intake survey will provide the information to customize the path for you.
Workplace Wellness Initiatives
We partner with organizations and corporations to ensure that their most valuable resources are not stressed or distracted by their financial conditions. Our programs include presentations, individual coaching, and ad hoc integration with other financial benefit offerings, such as retirement and health savings plans.