Fee Only Planning and Coaching
At Abeona Wealth, we understand that wealth management is a journey that evolves with your life stages. Our Planning and Coaching services meet you where you are – whether you’re just starting out or building significant wealth during your peak earning years.
Financial Coach for a Different Approach
Before talking about investments, we take time to:
- Understand your personal values and goals
- Learn about what money means to you
- Create a safe space for asking questions
- Build a relationship based on trust and understanding
We believe that everyone can understand basic financial concepts with the right guidance. Our approach is educational and empowering, especially for women who may have been left out of financial conversations.
Financial Coaching Program
Professional hourly consultations with a fee-only CERTIFIED FINANCIAL PLANNER®. We reserve limited spots each quarter for coaching clients, providing dedicated attention to your financial journey.
Core components include:
- Goal-setting exercises to clarify your financial vision
- Cash flow analysis to understand what your lifestyle costs
- Practical tools for implementing your financial plan
- Savings guidance to learn how much you need to save or invest and where to save it
Customize your program by selecting additional focus areas:
- Investment education in plain, understandable language
- Retirement planning
- Insurance planning
- Education Planning
- Employer benefits optimization
This program helps you understand where you are and the steps you need to take to reach your goals. You will gain confidence in making financial decisions aligned with your goals and values and be responsible for implementing the plan.
I like to create a safe space for my clients so that they can ask questions and really speak their truth and tell me what's important to them. I think that starts with just building a relationship first.
Why Choose Our Planning and Coaching Services
Our approach focuses on building lasting relationships and developing financial skills that serve you throughout life:
- Education first: Empowering you with knowledge for informed decisions
- Personal guidance: Strategies tailored to your specific financial circumstances
- Simplified approach: Making complex concepts understandable
- Growth mindset: Developing financial capital
Additional Financial Services
Explore our complete suite of services tailored to your evolving financial needs.
Our wealth management service helps you understand what your money means for the life you want to build, connecting your resources with your personal values and goals.
Our divorce financial planning helps you navigate this challenging transition with clarity, providing guidance on settlement options, cash flow planning, and rebuilding your financial foundation.
Work With a Flat-Fee Financial Planner and Coach
Take the first step toward financial confidence and independence. Schedule an introductory call to learn which of our Planning and Coaching services is right for you.
As a fee-only financial planner in Birmingham, we are ready to help you build the future you envision.