Use money to live the life you want.

Abacus Financial Planning focuses on giving tailored financial advice to women, their families, and people historically underserved by the financial industry. We specialize in helping people make decisions around retirement and equity compensation (and sometimes a combination of the two). We offer financial planning and investment management services. Abacus Financial Planning is a fee-only financial planning firm located in Kirkland, WA and serving the Seattle area and clients across the country.

Want to turn your investments into a retirement paycheck?

Abacus Financial Planning helps women at or near retirement make financial decisions to support retirement and aging. We help you determine a strategy for living expenses, funding the bucket list, and planning for aging your way. We offer comprehensive financial planning and investment management to walk you through key decisions and simplify the investing process.

Figuring out what to do with RSU or stock options?

Are you finding most advice focuses on tax minimization and you are instead looking for advice that takes you into consideration? Abacus Financial Planning helps cut through the noise on equity compensation to make decisions that are right for you. We start with your goals – for yourself, your family, and causes you care about. Abacus Financial Planning does the calculations behind the scenes and then walks you through scenarios and the financial and non-financial considerations.

Money is complicated.

Abacus Financial Planning guides you through the complexity so you can make the right decisions for you and your family.


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