Abby VanDerHeyden, CFP®

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Financial Planner

As a financial planner, my primary focus is to provide technical support throughout the planning process that should ultimately serve as the foundation of the clients’ clear and comprehensive financial picture. Running analyses and preparing projections, as well as researching and staying up-to-date on important financial information are all instrumental aspects of this role.

Professional Financial Planning Experience

  • Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.

Career History

  • Bedel Financial Consulting, Inc. Financial Planner
  • Franklin Wealth Advisors, Financial Planning Intern
  • D3 Financial Counselors, Financial Planning Intern

Education and Professional Designations

  • Bachelor of Science in Consumer Economics, Financial Planning Concentration, University of Illinois
  • CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning.

Professional Activities

  • Board Member, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2016 – Present)

  • Advocacy Committee Chair, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2018 – Present)

  • Member, Financial Planning Association (2012 – Present)

  • NexGen and Student Development Chair, Financial Planning Association of Greater Indiana (2015 – 2017)

BLOG POSTS

Image for Maternity and Paternity Leave: Are You Financially Prepared?

Oct 22, 2018

Maternity and Paternity Leave: Are You Financially Prepared?

When contemplating a pregnancy or an adoption, be sure to understand your employment benefits. Parental leave policies and insurance benefits can cover associated costs as well as provide income while you are away from work.

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Jul 9, 2018

Contemplating a Side Hustle? Not So Fast!

The allure of extra money from a “side hustle” can be tempting to many and even necessary for some. While this extra influx of money can certainly be a positive, it’s important to fully weigh the pros and cons of a side gig and understand what it really means for you financially. We’ve laid out the areas to consider being starting your own side hustle.

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Apr 23, 2018

Spring Cleaning? Add Your Finances to the List

It’s time for spring cleaning, and that means tidying up your personal finances! While most think of spring cleaning as straightening up the house and yard, your finances need a regular once-over as well. Our four-point checklist should get you well on your way to spic-and-span finances!

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Feb 26, 2018

Leaving a Legacy for Your Pets

To many, pets are members of the family. But who will care for them when we’re gone? Including your pets in your estate plan can solve this dilemma.

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Feb 19, 2018

New 529 Plan Changes

The Tax Cuts and Jobs Act bill has many Americans wondering just how they’ll be affected by the first major tax overhaul in nearly thirty years. If you own a 529 account, you’ll want to be sure to stay abreast of the changes to your plan in order to take full advantage of any new benefits that are coming. We’ve highlighted the main changes to 529 plans and how they might impact your education savings!

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Oct 23, 2017

I Lost My Engagement Ring! Am I covered?

You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?

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Jul 31, 2017

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...

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May 16, 2017

5 Easy Ways to Save on College Costs

College is one of the largest expenses you’ll encounter in your lifetime. Aside from attending an in-state university or receiving scholarships, there are other ways to reduce the amount of money spent on college costs. In addition to saving on tuition, students have the ability to minimize other expenses such as books, room and board. Here are five easy ways to save on costs:

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May 1, 2017

Wedding Approaching? What about a Prenup?

What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...

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Feb 27, 2017

Estate Planning for the Digital World

What happens to your Facebook account when you die? Or, your beloved iTunes music library? Your estate plan provides for the management and ...

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Feb 9, 2017

Taking Care of a Whole New Generation of Wealth Accumulators

For parents, the questions never stop no matter the age of your children. Perhaps your new college graduate needs financial direction on what to do ...

Image for New Date for FAFSA Filing: October 1

Sep 19, 2016

New Date for FAFSA Filing: October 1

Important Changes: If you have a student in college or bound for college next year, the process for filing the FAFSA starts October 1st.