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Financial Planner Abigail Turner Morton, MBA, CDFA, CFP® in Bangor ME

Abigail Turner Morton, MBA, CDFA, CFP®

SagePath Financial Planning, LLC
Bangor, Maine

(207) 370-4269



Contact Details

Company Name SagePath Financial Planning, LLC
Logo SagePath Financial Planning, LLC Company Logo by Abigail Turner Morton, MBA, CDFA, CFP® in Bangor ME
Website
Online Social Profiles
Main Phone (207) 370-4269
Main Location
27 State Street, No. 32
Bangor, ME 04401
United States
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Professional Background

Form ADV Brochure View my Form ADV: Firm Brochure
Credentials MBA, CDFA, CFP®
Fees and Services Advice By Phone or Web, Retirement Planning, Life Transitions, Cash Flow and Budgeting, Real-Time Planning, Hourly, Fixed Fee

About SagePath Financial Planning, LLC

Abby Morton is the founder of SagePath Financial Planning, LLC, a Fee-Only financial planning firm based in Bangor, Maine and serving clients primarily in Maine and North Carolina. Abby welcomes clients of all types, regardless of age, assets, or level of financial expertise. By providing comprehensive financial planning services on an hourly, as-needed basis, Abby offers a unique and flexible approach to helping clients with their most important financial questions.

 

We can address your investments (including "socially responsible investments" upon client request), your cash flow challenges, or your retirement plan, to name just a few topics. As a client, you decide how much assistance you need and when you need it. Because Abby's compensation comes directly from her clients, her only responsibility is to her clients.

 

As a member of The Garrett Planning Network, Abby is committed to the Fee-Only model of providing independent, objective financial planning services and advice to people "from all walks of life." In addition, Abby is a member of the National Association of Personal Financial Advisors, a professional organization promoting fee-only, client-centered comprehensive financial planning. Abby has more than 15 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™ professional. Abby also holds the Certified Divorce Financial Analyst® (CDFA) credentials and earned a Master of Business Administration from the University of North Carolina at Chapel Hill. If you'd like to discuss financial planning in more detail, contact Abby for a complimentary "Get-Acquainted" meeting.