Financial Planner: Initial Consultation

If you’ve been concerned about your investments, it may be time to meet with us at Financial Abundance. Unlike other advisors, we are not affiliated with any firms that are paid through commissions or product sales.

During our first meeting, we will work with you and complete your Investor Inventory. We will then take a look at your current portfolio and assess issues. Now the educational journey begins with your first training module: Separating Myth From Truth: The Story of Investing . This lesson will introduce you to scientific studies as well as several academics, including Nobel Laureates. We will start to discuss the Twenty Must Answer Questions for Lasting Peace of Mind and determine areas that need reinforcement, through our independent, unbiased, analysis software. One of the hallmarks of the way we do business is that we will tell you to do nothing if doing nothing is the right thing to do. Sometimes changes do need to be made. In that case we will talk about options on how we can proceed.

Our coaching programs are designed for people who are tired of putting blind trust in their financial advisor. Our goal is to help you gain understanding and learn to simplify and take control of your own financial destiny.

To set an appointment, simply contact us at Financial Abundance by calling (814) 867-5745 and schedule a meeting. We will give you a list of things to bring in for your first meeting. We look forward to meeting with you.

About Paul Nichols

Paul is the founder of Financial Abundance, a Registered Investor Advisory firm and EDI, an Estate Planning Firm with offices in State College and Lewisburg. He has been working with individuals, families and businesses for over twenty years, including many Fortune 500 companies. He has educated tens of thousands of people through seminars, workshops and various international speaking engagements where he shared the stage with many notable individuals such as Ronald Reagan, Robert Kiyosaki (author of Rich Dad, Poor Dad), Mike Ditka, General Schwarzkopf, and Newt Gingrich to name a few.

In 2000, after many years of traveling to consult companies and individuals, Paul decided to relocate from Colorado to State College, PA (his wife’s hometown) to develop a local advisory firm.

Paul operates under the core belief that education plus understanding leads to clarity and confidence; resulting in peace of mind. He is a proud father of three and devoted husband of 20 plus years.

Some of Paul’s accomplishments:
Regular contributor to the Centre Daily Times, via the “It’s Your Money” blog
Featured in the movie Navigating the Fog of Investing
Regular contributor to Town & Gown as the publications Investor Coach
Host of the weekly iTunes Podcast, It’s Your Money
Member of the Western PA Better Business Bureau
Member of the Centre County Chamber of Business and Industry