Lori Bodenhamer
- CFP®
Abundo Wealth
Minneapolis, MN
Contact Lori
Lori can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Insurance Planning
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College Planning
Lori specializes in
- Artist/Performer
- Business Owner/Entrepreneur
- Grade School Teacher
- Technology Professional/Engineer
- Medical Professional
- Travel Worker
- Class Instructor/Coach
- Early Retirement
- Financial Independence
- Couples
- Single Woman or Widow
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Insurance and Risk Management
- Self Employed Health Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Benefits and Compensation Planning for Employers
- Equity Stock Options Planning for Employers
- Travel Planning
Pricing
$499 for the first month and $189 per month after.
Ongoing financial guidance for all of life's adventures:
- Dedicated advisor relationship
- No account minimums
- Unlimited meetings and e-mails
About
Lori lives and works in San Francisco and is a 5th generation Californian. A mid-career change brought her from media to financial planning. As a financial planner, she helps individuals and families accomplish their financial goals every day. Lori sought out Abundo because of its Advice Only model, believing it 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!