Your life's canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony - sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.
At Abundance Wealth Planning, our focus is to consider all aspects of your life's canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.
At Abundance Wealth Planning, our focus is to consider all aspects of your life's canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.
Services
I am a certified financial advisor and planner for professionals, leaders, and small business owners. Money is supposed to provide safety and freedom, yet everyone seemed to be chained to their jobs. We should work hard to build wealth so we can have a great future for our families, yet no one knew what that looked like.
Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term. Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.
As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services. We'll help you build you a one-time plan based on your current assets and positions, or help guide you through a major financial milestone. Five hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset.
When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it's essential to understand the nuances. For women who retire without a partner or spouse to share the financial responsibilities, there can be significant planning challenges involved in preparing for a single retirement.
Reviews (6)
William M.
Aug 24, 2021
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Joseph had really solid personalized advice for financial and life planning. I came away with a clear vision for both short and long term finances as well as how they might interact with my personal goals.
I learned about how to think through different investment options and how to arrive at a plan that fits into the timeline of anticipated life events. Joseph showcased a knack for identifying what is most impactful to my world view and also proved himself adept at holding in mind the various interactions between the components of an investment plan.
I learned about how to think through different investment options and how to arrive at a plan that fits into the timeline of anticipated life events. Joseph showcased a knack for identifying what is most impactful to my world view and also proved himself adept at holding in mind the various interactions between the components of an investment plan.
Spencer L.
Aug 13, 2021
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It's been a wonderful experience working with Joseph over the last year on our business & personal financial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring
Gordon L.
Jul 20, 2021
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My wife and I have worked with Joseph for just about 8 months and we are very pleased with his service, professionalism, demeanor and holistic approach on finances. My wife and I are far from being financially savvy, but determined that we needed to plan better for our growing family's future. So we sought professional help. From the beginning, Joseph laid out the road map and the expectations. His communication is excellent and he has really shared a great deal of insight through current world economics, mock scenarios and helping us identify our values and plot our goals for success
Adam W.
Oct 10, 2020
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Joseph possesses a great mix of financial knowledge, non-violent communication skills, personal growth techniques, and business experience.
I didn't know what to expect when I started consulting with him and was a bit worried about confronting my financial status in general. Instead of what I expected, which was him helping me to simply tackle head-on what I was concerned with, Joseph has been excellent at helping me identify issues connected to my financial concerns, then over time help me understand what I truly want to be doing. I wind up not only able to achieve my original goal, but
I didn't know what to expect when I started consulting with him and was a bit worried about confronting my financial status in general. Instead of what I expected, which was him helping me to simply tackle head-on what I was concerned with, Joseph has been excellent at helping me identify issues connected to my financial concerns, then over time help me understand what I truly want to be doing. I wind up not only able to achieve my original goal, but
Yingzhe F.
Apr 29, 2019
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I would highly recommend Joseph as your fiduciary financial advisor. He is not only giving me financial knowledge but also he guides me through life challenges. Without his wisdom, I won't be able to overcome life difficulties in a short period of time. He puts your interests as the first priority. He cares about what you want to achieve in life and helps you set up the plan for obtaining your goals. I feel very fortunate to work with Joseph.
Jennifer Y.
Feb 01, 2019
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I worked with Joseph for about a year or so at his prior company, and I can say that he is trustworthy, provides expert financial advice, and works hard for your interests. What sets him apart from other financial advisors I've met is his holistic, personal approach to clients, e.g. he does not just look at your assets but your values, life goals, and aspirations and delivers advice based on these.
