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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision.
We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and time, offering a holistic approach to personal development and growth.
Join us on this transformative journey as Abbey and her guests draw from years of experience to guide you in achieving your life goals while staying true to your values… but that’s not all. This podcast will equip you not just to build personal wealth, but also to understand how your prosperity can contribute to the betterment of the world around you. By exploring strategies for giving back and making a positive impact, we'll empower you to create a life of significance and leave a lasting legacy of positive change.
Damonmill Square
9 Pond Lane #1F
Concord, MA 01742
Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
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 values, to creating a comprehensive financial plan. Additionally, she highlights the importance of ongoing monitoring and offers community programs to support clients' overall well-being.
Episode highlights:
- The history of Abaris Financial Group
- How and why Abbey transitioned from traditional wealth management to authentic wealth planning
- The value of having a team approach at the firm, with multiple advisors working together to serve clients effectively
- Various ways Abaris Financial Group helps clients achieve their vision
- The book club and ongoing community programs offered by Abaris Financial Group
- Emphasizing the importance of clients thinking about their vision for the future, beyond just retirement age
- And more!
Resources:
- Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) (link to episode when live)
Connect with Abbey Henderson: