Abundance Wealth Strategies

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502-882-0176

Services Category

Financial wellness for a fulfilling life.

No-Cost Consultations | Referral-Based Support Model

Abundance Wealth Strategy Services, offered by Wellness Renovation, integrates financial wellness into a holistic approach to well-being. They go beyond traditional financial planning, recognizing the interconnectedness of planning financial health with overall mental and emotional well-being. Services include personalized financial evaluation, investment strategies, tax optimization, life and asset protection, and estate planning, all designed to alleviate financial stress and create a sense of security.

Wellness Renovation’s approach emphasizes client education and empowerment, equipping individuals with the knowledge and tools to make informed financial decisions. By addressing the emotional and psychological aspects of wealth management, they aim to help clients achieve not only financial abundance but also a greater sense of peace and fulfillment.

Something for Everyone

Personalized strategy sessions to align your money with your mission

How it works!

The Process

Through tailored sessions, we use techniques to address your challenges, foster growth and create a plan for success.

Financial Foundations

We begin by establishing the core building blocks of financial stability, ensuring your foundation is strong, protected, and positioned for growth.

Financial Clarity Session

This is a focused conversation to understand your goals, challenges, and priorities, bringing immediate clarity to your financial direction.

Financial Wellness Check Up

A non-judgmental intake and review of key areas of your financial picture to identify gaps, risks, and opportunities, creating awareness of what is working and what needs attention.

Aligned Wealth Appraisal

We collaborate to review a snapshot of your current financial picture and design a plan that aligns your money with your goals, values, and long-term vision.

Financial Renovation Strategy Sessions

Ongoing strategy and support to implement, refine, and evolve your financial and wellness plan as your life, income, and goals grow.

What’s Included in the Plan?

Therapy provides a safe, supportive space to explore your thoughts and feelings, overcome challenges, and achieve personal growth.

Complimentary 1:1 Wealth Strategy Session
Personalized roadmap based on your financial goals
Education around how money grows, gets taxed and compounds
Access to vetted financial tools to help repair credit, obtain a will or trust, get an LLC, build business funding and more
Access to top rated service providers for life insurance, retirement, debt solutions, and generational wealth
Ongoing support and partner network recommendations

There’s no out-of-pocket cost to you for initial sessions. This is my ministry to give back to others what has been poured into me. I receive compensation directly from trusted referral partners when you choose a solution aligned with your plan.