You’re saving for retirement,
but aren’t sure if you’re doing enough.
You’re ready to invest your money,
but don’t know how to choose the right savings vehicles.
Workable Wealth is a financial education and empowerment platform. Those interested in Financial Planning will partner with Mary Beth or another advisor from Abacus Wealth Partners, a fee-only, independent firm that is a change-maker in the financial planning world with a focus on impact & socially responsible investing, diversity and inclusion, and making financial planning accessible. Fee-only means that we don’t get paid commissions and do not sell financial products, which allows us to give unbiased and objective advice.
We will always act in your best interest. We’ve been doing this since early in our careers and long before it was required to happen.
Our team not only has combined decades of experience in the financial planning industry, but we’ve also experienced first hand some of the issues you may be facing. Whether it’s navigating life as a new parent, growing a family, fertility treatments and costs, handling career transitions, buying and selling homes, launching, growing (and selling) businesses, easing through the bumps in the road caused by serving in (or transitioning through) the military, and more – we’ve been there.
As environmentally conscious, tech-savvy planners – the first things to go were the reams of paper used printing reports, letters and brochures. PDFs, easy to follow software, and virtual meetings make the planning process enjoyable and convenient (sometimes from the comfort of your own living room).
We’re fun, friendly – and direct.
We’re going to be your coach and accountability partner on this exciting financial journey, but we’re not going to sugarcoat it. When you come to us looking for financial guidance, we’re going to give you the facts. We’ll tell you where we see the red flags and what kind of adjustments need to be made. We’ll also celebrate your wins, point out where you’re in the green, and let you know where there’s room for improvement.
We’re as committed as you are to your financial success and have been known to have a solo dance party when clients reach their goals. We work with clients who are either looking to make a change in their life or are already on a path where they’re saving on an ongoing basis.
With a blog, newsletter, book, podcast, and ongoing access to us throughout your client engagement, you’ll never be short on financial tips and resources.
You’re trying to figure out how to save more,
pay down debt, spend less, protect your family, save for college, and hopefully take a vacation every once in a while!
You want a plan of attack that will
put you and your finances on a path to achieving the goals that are significant in your life.
I’m ready to schedule a session
and start working my wealth.