Megan Abbott's headshot

I’m Megan.

And I make Financial Planning fun.

When you’re aware of your goals and educated on how your money can help you accomplish them, that’s when the real fun begins.

As a Certified Financial Planner™ and an Enrolled Agent with the IRS, I offer truly comprehensive financial planning. I’ll help you create a plan that aligns with your values and keeps your assets growing. 

But we won’t stop there. We’ll consider all the pieces — cash flow, insurance, estate planning, and taxes — so you can see the bigger picture, too.

 

I get it, finances are personal.

 You want to work with someone you can trust. Here’s a little more about me.

Background

I spent a decade in healthcare corporate finance as a Director of Finance and Director of Strategy. It was a natural fit of my love for numbers and making sure the numbers were fulling a purpose. My husband is an Emergency Medicine physician and we decided we had too much healthcare in the same household, so I took my passion for numbers and strategy from the corporate world to the personal side in financial planning.

I am passionate about incorporating tax planning into the financial planning process. I believe in it so much so that I became an Enrolled Agent with the IRS and now file taxes for clients to ensure I remain updated on the changing tax code  – and boy are they ever changing these days!

I love real estate and look forward to clients who have interest in rentals.

Qualifications

I’m a lifetime learner. I have a bachelor’s degree in human development (similar to a behavioral psychology). This has been helpful to understanding the emotional side of financial planning. I also have two graduate degrees from the University of Denver, an MBA and MA in International Development.

I am a CFP® professional, hold the Series 65 license, and as mentioned earlier, an Enrolled Agent with the IRS. I’m currently in the process of earning my Certified Commercial Investment Member (CCIM) designation, to enhance my love for real estate analysis. It could be said that I possibly spend an unhealthy amount of time and resources on continuing education every year.

Family and Fun

My husband and I welcomed our first daughter the summer of 2021 and will soon welcome our second in the winter of 2023. Our daughter is the happiest little human. Her smile lights up a room. She gets especially excited seeing helicopters (or “Cop Cops!” as she says.) We have two Duck Tolling Retrievers. We got Banksey in 2020 and then adopted his mom (!), Sassy, in 2023. We love we could reunite the family together.

I’m a twin! No, my parents didn’t dress us alike and no we don’t look similar. I joke we’re as opposite as twins can be. My first job was as a bank teller and her first job was as a spirit girl for the (then) Anaheim Angels baseball team.

I absolutely love to travel internationally. One of my most exciting experiences was shark diving off the coast of South Africa. My favorite country so far is Cambodia. I got scuba diving certified in Thailand.

Abbott Family
Megan Abbott on zip line

Together, we’ll understand your financial situation and how you can use your resources in alignment with your values.

You’ll have:

Answers (to your questions)

Ask all the questions. Seriously. Even the “will-the-IRS-track-me-down-if-I ask-this?” ones.

I’m here to help, not judge.

Accountability (to your values)

When you’re tempted to chase shiny objects, I’ll always be there with a gentle reminder to let your values be your guide.

Action (toward your goals)

The small day-to-day financial choices matter. Be confident you’re making the ones that will get you where you want to go.

Your time is precious.

Don’t waste another minute wondering if you are using your finances to build the life you want.