Abby Spaulding

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
Direct: (615) 309-6464

Direct: (615) 309-6387
Fax: (615) 309-6301

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Our Partners- Abby Spaulding

Abby's Team

Eli Cook
Eli Cook
Support Coordinator
Julie McCormick
Julie McCormick
Personal Financial Analyst
(615) 309-6322
Alicia Wholley
Alicia Wholley
(615) 309-6361

Without proper planning, people are worried about the “gaps” in their financial lives. As your financial planner, our job is to help you identify any gaps and put you on a path to reach your goals.

Even as a second generation financial planner, I can’t say I was always interested in becoming a planner. After several attempts in other industries though, I found myself drawn to this business. I enjoy converting complicated planning into a simple plan for my clients. At the end of the day, what we do is about helping my clients achieve their goals, which I find very rewarding.

My clients have typically worked with someone in the past but don’t feel that their whole picture has been reviewed. Once people understand the process to get them from point A to point B, they typically feel relieved because they understand what it will take. Planning also involves being able to withstand life’s curveballs. We will all have these curveballs, but we just don’t know when and for how long. Proper planning helps make sure they are just a setback and do not cause you to have to start over.

After working with someone for several years I truly enjoy looking back at our original balance sheet and first set of goals to see how far we have come. It is so gratifying to see my clients accomplish their goals.

Areas of Expertise:

  • Financial Planning
  • Risk Management
  • Investment Management
  • Retirement Planning
  • Qualified retirement plans
  • Education Funding
  • Estate Planning
  • Business Succession and Transition Planning


Trinity University
Belmont University, Center for Executive Education


Salvation Army, Board Member
Rocket ship Charter School Board
Martha O'Bryan Center
Next Up Program
Downtown Rotary
Women Engaging in Business
Harpeth Hall Alumnae, Board Member
Nashville Business Journal, 40 Under 40 Winner
Nashville Business Journal's Power Leaders in Finance Winner

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.


We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.


We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.


We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Abby would be a good fit for you? Give him a call today.

More About Abby...

Abby, who is a Nashville native, has been in the industry for 10 years. In order to provide a higher level of planning to clients with more complex situations, Abby is a founding member of Continuum Planning Partners (CPP) in 2015, which is a division of Capital Financial Group.
Abby graduated from Trinity University in San Antonio, TX and holds the Certified Financial Planner® designation. She is married to J.B. Spaulding, who was both her high school sweetheart and her next door neighbor as a child. Their daughter, Sally, was born in 2015. In her spare time, Abby enjoys spending time with her family and seeing live shows around Nashville.
Interested in working with Abby? Set up a time to talk and learn how she can help you build a plan to reach your financial goals.