Your financial game plan made easy
AboveBoard Financial is here to help simplify your financial planning. Use our free Financial Action Plan to get customized recommendations for college savings, life insurance planning, retirement, debt management, and more.
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Let's personalize your action plan

Answer a few questions and we'll instantly create a plan tailored to you and your family.

Rest assured your information stays safe with AboveBoard.

Now, a few questions about your employer retirement plans

"My employer will match x% of my contributions, up to y% of my salary."
Example: "My employer matches 50% of my contribution, up to 5% of my salary."

Now, a bit about your spouse or partner

"My employer will match x% of my contributions, up to y% of my salary."
Example: "My employer matches 50% of my contribution, up to 5% of my salary."

Next, tell us about your kids and your goals for them
Add a child
Now for some quick questions about your existing debts
Let's wrap up with some final questions about your finances and goals
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