Contact Us Contact UsHead Office: 108 Fourth Avenue South, Suite 207 Franklin, TN 37064 (615) 226-3667 Like us on Facebook Follow us on Twitter Join the Money Guy Smart Club Email UsName* First Last Email* Phone*Age*Zip Code*Relationship Status*Relationship StatusMarriedSingleIt's ComplicatedDo you have any children?Do you have any children?YesNoAre you looking for one-time advice or an ongoing relationship?*Are you looking for one-time advice or an ongoing relationship? (Disclaimer: We’ve found that we can deliver the most value when we have an in-depth, ongoing relationship rather than a transactional, one-off engagement. For this reason, Abound Wealth serves clients through ongoing relationships.)Ongoing relationshipOne-time adviceHow did you hear about Abound Wealth?*Listening to The Money Guy ShowWatching The Money Guy Show on YouTubeReferred from a current clientHow did you hear about Abound Wealth?Total Net Worth*Investable Net Worth*Household Income*How much do you have in a 401K, 403B, or employer sponsored account?*(If none, put 0.)How much do you have in pre-tax IRAs?*(If none, put 0.)How much do you have in Roth IRAs?*(If none, put 0.)How much do you have in liquid, after-tax investments?*(If none, put 0.)How much do you save/invest annually?*(If none, put 0.)In one sentence, how would you describe your saving/spending behavior?Do you plan to make any significant changes in the next 5 years?What is the best financial investment/decision you ever made? What is the worst?What are your 3 greatest financial concerns?Why do you believe now is the time to connect with a financial advisor?Describe your past experience with a financial advisor. What did you like/dislike? How were expectations not met?If we were to work together, what would need to happen over the next year for you to look back and consider our relationship a success?CAPTCHA We currently have clients in all of the below states.We would love to add to this list!