Abbey Ciancutti

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United States
Perrysburg, OH
Abbey Ciancutti

Bollin Wealth Management

I believe financial planning isn’t just about numbers, it’s about people and their stories. Hi, I’m Abbey!

I create flexible, collaborative plans that grow with you, so you can live with more clarity and confidence in every season of life. I believe financial planning isn’t just about numbers — it’s about people, their stories, and the choices that shape their future. My goal is to take the uncertainty out of money by building flexible, collaborative plans that actually fit real life. With a background

in coaching, I meet clients where they’re at and help them build step by step. To me, every financial plan is a joint project, designed to grow and adapt as life changes. Outside of work, balance matters most. Whether I’m spending time with my husband and son, taking care of my health, or simply slowing down, I know that creating a meaningful life goes hand in hand with creating a solid financial plan. If you’re looking for a trusted partner to help you navigate your finances with clarity and confidence, I’d love to chat!

07/14/2026

Turns out surviving on caffeine, sarcasm, and sheer stubbornness is a legitimate study strategy. 🎉

Today I passed the CFP® exam.

For anyone outside the financial planning world, this is one of the biggest milestones on the path to earning the CFP® certification. There are still a few boxes to check before I can officially use the marks, but today feels pretty darn good.

Over the last 18 months I’ve balanced work, motherhood, studying, and approximately 47 existential crises over tax rules and retirement plans. Somehow… it worked.

Huge thank you to my husband for pretending not to notice when I answered normal conversation with “it depends,” my son for forgiving my burn outs and my village for constantly cheering me on.

Tonight’s agenda:
✅ Close the books. (Throw them away, actually)
✅ Watch a TV show that isn’t playing in the background while I study.
✅ Forget what a CRAT, GRAT, and QTIP trust are for at least 24 hours.

Here’s to the next chapter. 🥂

06/22/2026

People tend to assume the first meeting with a financial planner goes something like this:

You bring 17 account statements, 3 tax returns, 2 forgotten 401(k)s, and a mild sense of anxiety.

I immediately pull up a spreadsheet and start asking about expenses, savings rates, your lifelong plans that you definitely have figured out.

That is… not how my first meetings go.

I jokingly call the first meeting a first date.

I’m usually not too worried about the nitty gritty yet. Cue the: *that can be an email* mug.

First, I want to understand **you**

What’s going well?
Tell me about your family!
What’s stressing you out?
What keeps lingering in the back of your mind?

Maybe you’re trying to figure out if early retirement is realistic.

Maybe you’re raising a family and wondering how to balance saving for retirement, college, and everything else life keeps throwing at you.

Maybe you’re doing all the “right” things—saving, investing, contributing to retirement—and still wondering if you’re missing something.

Before we start digging through statements and spreadsheets, I want to understand what we’re actually solving for- a financial plan built around numbers alone is just math.

The real value comes from building a plan around *your* life: your goals, your values, and the things that matter most to you.

Photo tax: you'll often find me on these "dates" out and about- coffee, walks, you name it! I live for non-stuffy first meetings.

06/04/2026

A lot of people think financial planning is mostly about investments.

Today's to-do list says otherwise.

Today has included:
✔ Reviewing retirement projections
✔ Looking for tax planning opportunities (this is my highest value at the moment)
✔ Updating beneficiary information
✔ Helping a family think through future college costs (welcome to the world, little buddy!)
✔ Answering questions about pensions
✔ Talking through retirement timing

Very little of my day has been spent talking about "the market."

Most of it was spent helping people use money as a tool to support the life they want to live, while living today.

But... what kind of planner doesn't keep a money tree for good luck anyways?

05/10/2026

Happy Mother’s Day to all of the moms, grandmas, bonus moms (we don't believe in step parents here), and mother figures out there 🤍

I'm feeling extra grateful to have a mom, a bonus mom, grandmas, and friends who I am sure feel they have emotionally adopted me.

Motherhood is made up of so many little things that often go unnoticed — the remembering, the comforting, the planning ahead, the worrying, the late nights, the constant showing up.

I hope today feels a little slower, a little softer, and full of reminders that you’re appreciated more than you probably realize.

And for anyone spending today missing their mom, navigating complicated feelings around motherhood, or carrying a heavy heart — thinking of you too.

Happy Mother’s Day 🤍

05/06/2026

Hey friends (and new friends),

A new client came in today after finding me through Facebook, which is really cool since I feel awkward about posting here, but it reminded me how many people are nervous for a first financial planning meeting. It's stressful and nerve-wracking to open up to a theoretical stranger about what's most important to you: your family and your finances.

Which makes sense honestly.

People think they need to have everything perfectly organized before they reach out, but most first meetings are really just conversations about:
what’s going well,
what feels stressful,
and what they want life to look like moving forward.

Today we talked about retirement, taxes, saving for the future while still enjoying life now, and creating more structure around her financial picture.

No pressure. No judgment. No expectation that you should already know everything.

Just a starting point and a plan to build from there.

PS- you may care the most about your family and finances (no one will more than you) but I'm here to be your partner and soundboard. 🤝

PPS- picture from the 577 Foundation on one of my walks.

04/29/2026

One of my favorite moments in a first meeting is when someone pauses and says, “Okay… this might be a dumb question, but—”

And I stop them right there- there are no dumb questions. The only dumb questions are the ones you’ll stay awake Googling at night.

Honestly, I can usually tell when someone’s been doing exactly that. Within the first few minutes, I’ll hear questions like, “Are you a fiduciary?” or “Is this fee-based or fee-only?” I love it, because it means people are trying to understand what to look for—but I also know how confusing those terms can be when you’re sorting through everything online.... and ChatGPT is made to be agreeing.

So here’s a simple breakdown.

A fiduciary is an advisor who is legally required to act in your best interest. When it comes to how advisors are paid, fee-based means an advisor may charge fees and also receive commissions from certain products, while fee-only means the advisor is compensated strictly by their clients, with no commissions or outside incentives.

They sound similar, but they’re not—and understanding the difference can help you feel a lot more confident in the decisions you’re making.

At the end of the day, you should feel comfortable asking anything, whether it’s a big-picture question or something you almost didn’t say out loud- those questions are most important for your own confidence and comfort.

📸: taken at the New York Stock Exchange (I don't use Circle).

04/18/2026

My retirement plan includes owning a greenhouse. 🌱

04/08/2026

I had an absolutely phenomenal meeting with a local estate planning attorney talking about everything under the sun- what is most likely to set a family up for success, what he wishes more people paid attention to (please check your POAs and beneficiaries), and where most people fall short in a plan.

Estate planning is often the 'someday' task that stays on the to-do list for too long. But having a plan in place—and ensuring your professionals are working in lockstep—means your family isn't left guessing during a difficult time, or worse, stuck in probate.

It’s about making sure your intentions are clear and your loved ones and wishes are protected. If it’s been a while since your planner and attorney sat at the same table, it might be time for a sync-up.

Shoutout Mike LaValley- if you need an A+, 10/10 guy that will set you straight, he's your guy. https://lavalley-law.com/

Special credits to Georgette's for a great cup and better space. ✨

03/26/2026

*mic check* is this thing on?

So.... it's been a while since I've been on here. There's been a lot of change- and some new faces- it's probably due time to say hi and reintroduce myself!
Abbey Ciancutti (c-in-suit-ee) but I also answer to Cincinnati, Cyancuddi, you get the gist. I'm a financial paraplanner @ Bollin Wealth Management, studying for my CFP. Fun fact: I turned in my final yesterday (passed!) and am aiming to sit for the exam in July.

Non-professionally, I have quiet a few interests, and I find it important to over-share:
- I have a toddler son. He's the light of my life, though also the reason my husband and I will likely start going gray.
- I spend a lot of my free time in Pilates, though I'm not half as graceful as I may make myself out to be.
- You'll find a framed picture of Josh Allen in my office. (Do good, be good, god bless, Go Bills!)
- I am a former kickboxing coach, which is where I derive a lot of my strategy and relationship style with my clients.
- On the topic of clients, I don't like the term clients- I have friends! I find it important to know anyone in front of me to the same extent I know my friends.

Oh, and is anyone else excited for gardening season? I need inspiration.

Address

Perrysburg, OH
43551

Website

http://bollinwealth.com/

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