Certified Financial Planner for Healthcare professionals with real estate

Put your money where
your values are

Do more than just focus on investments.

Make the most of your tax plan, real estate investments, and more.

Money is the foundation that supports your lifestyle, your legacy, and the impact you want to make in the world.

That’s why you need a financial plan that’s more than just a strategy for getting more money.

You’re looking for an intentional way to invest in what matters to you.

You’re doing okay reading the blogs, listening to the podcasts, and figuring it out on your own. But, when it comes to managing your growing assets, there’s still a thought that keeps coming up: 

“Does this reflect my values?” 

Understand your money (and yourself!) more deeply and

Chart a clear course toward the financial goals that light you up

Your plan should include line items for those milestone moments and bucket list ambitions, too.

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.

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.

Take the weight of uncertainty off your shoulders

(and see how good it feels to have a go-to expert to call on)

(Build this out a bit, make it more clear these are next steps vs a list of ideas. Maybe change the layout to ‘anchor’ it a bit more. I liked the look of it from the brand guide. Maybe that’s changing the ovals to circles and change the font?)

 (Maybe add the brochure visual of the heart with the core values. Sue suggested adding a visual diagram to break up the text.)

Assess

If we’re a good fit, we’ll take a deeper dive to evaluate where you are now and get clear on where you want to go. 

(Expand on each a bit more, what goes into each step. Bring in how I’m different. We’ll talk about “why now? “What’s important to you?”

Aim

We’ll define the target and identify the small, wise decisions that will make a big impact over time.

 

(Remove “target” I don’t want too much archer references. Build out that this is the onboarding process.)

Accelerate

See how good it feels when all the pieces come together and you know for sure that your money is moving you toward the life you want to live.

 

(Build out that this is ongoing management)

Your money is more than just numbers on a page.

Your finances represent a story.

Living your story is what matters — that’s what your money is for.

Sure, there are best practices and tried-and-true strategies, but only you can decide if you’re managing your wealth the “right way.”

That’s why I’ll educate you on all the options based on your values and empower you to choose the options that serve you best.

I’m here to answer questions, offer guidance, and facilitate honest conversations that help you define what you want so we can make a plan to get you there.

When it comes to your money, the constant thought of “am I doing this right?” doesn’t have to nag you anymore. 

With a clear picture of how all the pieces fit together, you can rest easy knowing your money is working for you — fueling the life you want to live and the legacy you want to leave.

Imagine your life three years from now…

How much better would you feel knowing you’ve got a solid financial plan that can adapt and grow with you?

Your time is precious.

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