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Your Financial Journey Begins Here

Dream. Plan. Take Action. Step Into Your Power.

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A woman is like a tea bag – you can't tell how strong she is until you put her in hot water.” Eleanor Roosevelt

You've worked hard to achieve success in your career, but "balance" is a word so many of us women crave.  Why can’t we have it all?  Why is it so difficult?  And what does that even look like?   I personally prefer the concept of "being in the flow with grace and ease".

 

It’s not the same for all women. Working long hours; whether at work, juggling home and career commitments or being your family's full-time Chief Financial Officer (CFO) & Director of Operations; the day sometimes never seems to end. You’ve been career focused, a leader and a mentor to others, but nothing has really taught you how to keep all these spinning plates in the air while trying to navigate the life of a modern women with ease.

As women we have unique challenges, and as we are more and more becoming the equal or primary breadwinners in our homes, our challenges are growing.  And these are not necessarily solved by living with a partner in a committed relationship rather than marrying, or remaining single. We make less and save less than men, often care for others ahead of ourselves, and sometimes feel like we're "winging it when it comes to our financial life - and that needs to change.  Financial self-care and having a plan is an act of self-love and allows us to better take care of those we are committed to.    

BIA provides individual situational financial guidance as well as comprehensive financial planning and advice to help you make grounded and intentional choices to make the most of what you've worked hard for. I specialize in working with professional women like you who are succeeding in the workplace, have may have stepped out to raise a family, and need a financial strategy that supports your success.

Planning for Women Professionals and Family CFO's

You can have financial security and good health, a positive mindset, and a strong family life. You don't have to choose between them.

Providing ongoing wealth management & comprehensive financial planning to help clients build, grow and protect wealth; with upfront planning, ongoing support and accountability

 

Schedule a COMPLIMENTARY

 30-minute  Q&A Call 

 

Let's find out what might make the most sense for your financial next step

Services
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Our Process

Wealth is More Than Money

Typically wealth is measured in terms of money and physical possessions.  AND because finances and emotions are so closely linked, I believe that wealth also includes our emotional, spiritual, relational, and physical well-being. 

It's more then just numbers, but we need to know the numbers so that we have more choices and more financial freedom to create a life we love and be able to share it with a sense of excitement, energy and purpose.

Who we serve
Success-minded Professionals

 

 

Life can put a lot of demands on our time, money and wellbeing.  Our clients are often in a blossoming career, but are finding that they struggle to reduce financial stress and make the most of their wealth; or, are just too busy to put something else on their plate.  That’s where Being in Abundance comes in! 

Women in Transition

 

Navigating life's transitions with you; first time career, marriage, children, divorce, career change, entrepreneur, blended family, care giver for a parent, widowhood etc. As women we have unique challenges, not just around finances. Being in Abundance has the expertise to support you in overcoming obstacles and seeing them as opportunities for personal and professional growth.

Navigating Divorce; What you need to know for a Smoother Transition

Every 4th Wednesday of the month

Beginning 2/26/2025

​See Resources/Events

Investing Primer this March

Date/Time TBD

Tips for Single Moms this April

Date/Time TBD

DeFi Crypto Primer this May

Date/Time TBD

Family Stewards

Our family's financial wellbeing is not only for today but has the possibilities to reach into tomorrows. With thoughtful financial guidance tailored to your unique goals and lifestyle, Being in Abundance helps clients create a cycle of generational wealth so you can leave a financial  legacy to future generations.

Thriving Retirees

 

Leveraging dynamic portfolio design, planning and withdrawal strategies that change with your life, goals, tax law and the market. Let's make retirement the beginning of the next best chapter not the end. Life has no guarantees but I strive to work with you to reach your  post working goals without sacrificing your long term outlook in retirement.

Who we Serve

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 'A wealth you can not imagine flows through you' - Rumi

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Serving Clients Virtually

Company

(520) 369-3380

Conversations are complimentary. Give us a call to discuss your needs

Being in Abundance LLC (“BIA”) is a registered investment advisor offering advisory services in the State(s) of Arizona and in other jurisdictions where exempted.  BIA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training. Being in Abundance’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment-related information, publications, and links. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute in the state where the persons resides. Any follow-up or individualized responses to a prospective client or consumer in a particular state by BIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.  For information pertaining to the registration status of Being in Abundance LLC, please contact the state securities regulators for those states in which BIA maintains a registration filing. A copy of Being in Abundance LLC ‘s current written disclosure statement discussing its business operations, services and fees is available at the SEC’s investment advisor public website - www.advisorinfo.sec.gov or from the footer on the BIA website. 

    

All written content on this site is for guidance and information purposes only. Opinions expressed herein are solely those of BIA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and Being in Abundance LLC  does not make any representation or warranties as to the accuracy, timeliness, suitability, completeness, or relevance or any information prepared by an unaffiliated third party, whether linked to the BIIA website or incorporated herein, and takes no responsibility therein.

  

This website and information are not intended to provide investment, tax, or legal advice. Investments involve risk and unless otherwise stated, are not guaranteed. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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