Kailie Abascal (CFP®)
Kailie Abascal focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Tax Planning
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Sabbatical Planning
Ideal for households with established income and savings who want guidance and accountability as they envision and prepare for a sabbatical.
- Financial plan to see how your sabbatical fits into your whole financial picture
- Clarity on strategies and action steps, including:
- Savings & investment account strategy to support you before, during, and after your sabbatical
- Asset allocation across accounts
- Estate planning and insurance essentials
- Quarterly check-ins focused on your progress toward your sabbatical goals
- Tools and resources to meet you where you are with each step of the planning process
Investment Advisory Service
Ideal for households with $250,000 or more to invest who want to outsource investment management and tax-efficient withdrawal strategies so they can focus on living the life they’ve saved for.
- Financial plan to see your whole financial picture in one place, updated annually
- Management of investment accounts
- Implementation of tax-efficient savings and withdrawal strategies across your investment accounts
- Coordination with other decisions, including:
- Recommendations on employer retirement plan investments
- Pension and Social Security analysis
- Thinking through big financial decisions, including major purchases, insurance coverage and estate planning considerations
- Annual meeting to review your financial plan and investment portfolio
Additional Information
The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return.
Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning.
Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!)
If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.
NAPFA Start Date
July 11, 2014
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