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Abaris Financial Group and Our Approach to Wealth Planning (Ep. 2)
What does it mean to be wealthy? Is it about having money and assets, or is there more to it?
How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being?
In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of Abaris Financial Group, explaining her shift towards a holistic approach to wealth planning, where she helps clients align their resources with their values. Abbey also walks us through the client journey, from gathering data and understanding…
The skinny
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