Financial Planning

Manage your money with confidence.

Your financial goals are unique to you, and your financial plan will be as well, incorporating all areas that impact your ability to achieve your goals.

Many advisors offer computer-generated financial plans. At Abaya Wealth Management we create personalized plans for each client that consider both opportunities and potential pitfalls. By understanding the nature of your finances today, we can create an action plan for achieving your long and short-term goals.

Throughout the financial planning process, we prioritize understanding your concerns about risk, so you feel confident as your money grows.

Your financial plan may include:

  • Cash Flow & Budgeting

  • Debt Management

  • Insurance Planning

  • Tax Planning

  • Investment Planning

  • Estate Planning

What People Are Saying

“Taunya's extensive knowledge of financial planning gives a client peace-of-mind that she knows how to best help you. A big part of that is she suggests products that are low in managing fees. She works for you, it's clear her clients' needs come first.”

— James Waack

“Taunya is always available and quick to help with any question or concern. Her knowledge around the markets, financial and retirement planning is second to none. I would highly recommend Taunya for anyone seeking a financial planner or advisor.”

— Michael Cabra