How We Work

Step 1

Schedule a free discovery meeting with Abundo.  We will meet with you virtually or in person to learn about you, your goals, what excites you and how you want your money to help create abundance in your life.  We are based in Minneapolis, MN but can meet virtually with anyone!

Step 2

Join the Abundo family!  We charge a one-time start-up fee and an ongoing monthly subscription.  No hidden fees or commissions here.  We are paid for advice directly by you, so there is never a conflict of interest. 

Step 3

After joining Abundo, we will discuss a personalized and comprehensive financial plan created just for you.  ​We'll meet or check-in as much as necessary to make sure you are achieving your goals and feel confident in your financial life.

Step 4

Life is always changing and we are always working for you.  Ask us anything you want and we will respond within 24 hours, 365 days a year. 

We will meet virtually or in-person every six months to track your progress with lots of check-ins in between.  Communicate with us however is easiest for you - via e-mail, text or phone.  We're here to help!