Lori Bodenhamer

Flat Fee Financial Planning For Everyone

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Contact Me
Abundo Wealth Lori Bodenhamer
San Francisco, California

Serving Clients Nationwide

Flat Fee Financial Planning For Everyone

Areas of Focus

  • Budgeting
  • Financial Life Planning
  • Retiring Early (F.I.R.E)
  • Setting Up Retirement Accounts
  • Travel

About Me

Lori helps individuals and families accomplish their financial goals every day. A mid-career change brought Lori from media to financial planning and she strongly believes the Flat Fee model is the future of financial advice. Like the rest of the Abundo team, Lori is a coffee lover and avid traveler. When not working, you might find her at her favorite place in the world, Iceland!

Affiliations

  • Financial Planning Association

Primary Location

California

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

We offer a free, one-hour consultation where we'll get to know you, gather your full financial picture and dive into your goals. We'll also go over how Abundo works to help you progress toward your goals. There’s no pressure to make a decision during the meeting - no one likes high pressure! Our team of financial planners have zero conflicts of interest, we don't charge you outrageous fees, and we help clarify your financial picture. ​If we're a good fit, you’ll see the value of our advice and how much money we will save you.

Offers Investment Management

Yes

About our Firm

We do things differently here at Abundo.
We’re on a mission to bring high-quality, conflict-free, comprehensive financial planning to everyone.

Anything concerning your ability to save, grow, spend, and earn money matters to us. We love to teach, empower, and inspire you to take action and have ownership in your financial life. Everyone deserves transparent pricing, low-cost investing, and access to the best financial planning technology available. We all need help with financial decisions at some point in our lives and Abundo wants to help...everyone.

Plus, we are gigantic travel nerds and pass along world-class travel advice to help you save money on all things travel-related including the best way to use your credit card points and optimize airline miles.

We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!

Education

BA, California State University, Chico | UC Berkeley Extension, Certificate in Personal Financial Planning

Who We Serve

  • College Graduates
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • LGBTQ
  • Living in Retirement
  • Parents
  • Remote Workers
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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