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VIDEO: How to get 529 college savings plan contributions this holiday season.
Founder & CEO

If your ideal world involves a little less clutter and more college savings, then you need to watch this! It's super simple -- we've done the legwork so you don't have to.

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Email templates to ask friends & family for 529 plan contributions this holiday season

How to protect your kids’ college savings

You have taken time to work on growing your kids' college savings. But even the best savings strategy depends on one key factor—your ability to keep contributing. What if an illness, injury, or even premature death prevented you from providing for your family?

Life and disability insurance help ensure that your financial plans stay on track, even when life takes an unexpected turn.

Get a life insurance quote or a disability insurance quote to ensure that a health crisis would not become a financial crisis.

Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.

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