Our value proposition & PROMISE

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 on 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.