About Absolute Financial Planning · Austin
Absolute Financial Planning is a fee-based, independent financial advisory firm in Austin, Texas, founded by Amanda Dunlap, RFC®. The firm specializes in retirement and estate planning, holistic wealth management, and women-focused financial education, serving individuals, families, and small-business owners in the greater Austin area. Securities and advisory services are offered through Osaic Wealth (formerly Oasis Wealth), a FINRA/SIPC member firm, and the practice maintains a fiduciary, education-first approach. Their mission emphasizes a 'purpose-driven financial future' through personalized strategy, monitoring, and long-term client relationships.
Absolute Financial Planning operates out of 1015 Beecave Woods Drive, Suite 201, Austin, TX 78746, in the Rollingwood/West Lake Hills area. Founder Amanda Dunlap began her financial-services career in 1996 as a part-time receptionist, grew through every level of the profession, purchased half of the predecessor practice in 2019, and founded Absolute Financial Planning in March 2021. Today the firm operates as an independent, fee-based practice adhering to a non-bias fiduciary standard, with securities and advisory services offered through Osaic Wealth, member FINRA/SIPC. The firm serves approximately 300 households with over $150 million in assets under management, and it focuses heavily on retirement income strategies, estate planning, tax planning, and women-focused financial literacy through events like 'WTFinance Wednesday' and a Women's Advisory Board role with Osaic Wealth. Beyond advisory work, the firm provides tax preparation, bookkeeping, and LLC formation through its partner company Absolute Tax Solutions. Amanda Dunlap has been recognized as a Five Star Award Winner (2024) and previously served on the Board of Directors of the Autism Society of Texas and as Philanthropy Chair for Texas Women in Business, supporting organizations serving women and children in Central Texas. Hours are Monday–Thursday 9:00–5:00 and Friday 9:00–3:00, with phone support at (512) 327-2276 (512-327-ABSO).
- In business
- Founded March 2021 (Absolute Financial Planning); founder Amanda Dunlap has ~30 years of industry experience (since 1996).
- Owner
- Amanda Dunlap, RFC® — Founder and Financial Advisor/Wealth Manager; President & CEO.
- Serves
- Austin, Texas and the greater Austin metropolitan area (including Rollingwood and West Lake Hills); headquartered at 1015 Beecave Woods Drive, Suite 201, Austin, TX 78746.
About Absolute Financial Planning
Absolute Financial Planning is an independent, fee-based financial advisory practice in Austin, Texas. The firm's stated mission is to help clients realize their long-term aspirations by understanding their needs and desires, then developing, implementing, and monitoring personalized strategies. The team takes a proactive approach, anticipating challenges and keeping clients on course toward what they call a 'meaningful and purpose-driven financial future.' The practice is a member of the Investments & Wealth Institute and adheres to a fiduciary standard. Securities and investment advisory services are offered through Osaic Wealth (member FINRA/SIPC), with Absolute Financial Planning operating as a separately owned affiliate.
- Independent, fee-based fiduciary practice
- Member of the Investments & Wealth Institute (since 2023)
- Securities and advisory services offered through Osaic Wealth, member FINRA/SIPC
Founder and Leadership — Amanda Dunlap, RFC®
Amanda Dunlap founded Absolute Financial Planning in March 2021 and serves as President & CEO and Financial Advisor/Wealth Manager. She began her financial-services career in 1996 as a part-time receptionist and grew through every level of the profession, including roles as Administrative Assistant, Advisor Assistant, Operations Manager, Chief of Operations, and CEO of the predecessor firm Integrated Financial Planning Center. In 2019, she purchased half of that practice before launching Absolute Financial Planning. She holds the Registered Financial Consultant (RFC®) designation from the IARFC and maintains FINRA Series 7, 63, and 66 licenses, plus a Texas Department of Insurance license. She is a member of the Investments & Wealth Institute and serves on the Women's Advisory Board for Osaic Wealth.
- RFC® designation (IARFC)
- Series 7, 63, 66 (FINRA)
- Texas Department of Insurance license
- Investments & Wealth Institute member
- Women's Advisory Board — Osaic Wealth
Our Team
The Austin-based team includes operations, client service, tax, and marketing professionals supporting Amanda Dunlap's advisory practice. The firm emphasizes a family-style team culture and has been recognized for employee-focused policies including employer-matched retirement, paid health insurance, paid maternity/paternity leave, and work-from-home options.
- Amanda Dunlap — Founder and Financial Advisor/Wealth Manager — (512) 327-2276 — [email protected]
- Perreda Manor — Chief of Operations — (512) 861-2288 x103 — [email protected]
- Janice Gray — Executive Administrator — (512) 327-2276 x109 / (512) 355-1078 — [email protected]
- Felicia Paul — Accounting & Tax Consultant — (512) 327-7854 x106 — [email protected]
- Cheyenne Dent — Client Service Representative — (512) 861-2285 x113 — [email protected]
- Tania Louque — Registered Client Service Associate — (512) 861-2286 x114 — [email protected]
- Emilie Born — Marketing Assistant — (512) 327-2276 / (512) 629-5929 (voice only) — [email protected]
- Jasiah Gentles — Registered CSR — (512) 900-8316 — [email protected]
Services
The firm focuses on helping individuals develop sound retirement strategies, regardless of where they are on the journey — already retired, approaching retirement, or years away. In addition to ongoing investment management, the team educates clients on financial concepts and products and 'takes the mystery out of investing, insurance, estate conservation, and wealth preservation.' One-time and annual financial-planning engagements are offered on a fee basis, with a personal dashboard to track success.
- Retirement Plans
- College Plans
- Tax Plans
- Estate Plans
- 401(k) Planning
- 403(b) Planning
- Money Purchase Plans
- Profit Sharing Plans
Investments
As independent advisors, the firm offers a range of investment vehicles to build diversified portfolios aligned with client goals, time horizons, and risk tolerance. Account types include both tax-advantaged retirement accounts and standard brokerage accounts, plus fixed-income options and annuities.
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuity
- Treasury Notes
- Government Securities
- Treasury Bills
- Brokerage Accounts
Insurance Solutions
Absolute Financial Planning operates as an independent insurance agent, helping clients identify when insurance is needed and what an appropriate cost is. The team runs quotes from top insurers to find the best fit and supports clients through the buying and ongoing policy-maintenance process. The firm is not itself an insurance company.
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
Tax & Small-Business Services — Absolute Tax Solutions
Through its partner company Absolute Tax Solutions, Absolute Financial Planning provides tax preparation, bookkeeping, and LLC formation for individuals and small businesses. Hourly rates are also available for clients needing targeted tax or financial advice outside of full planning engagements.
- Tax preparation
- Bookkeeping
- LLC formation
- Hourly financial advice
Women-Focused Financial Education
A signature part of Amanda Dunlap's practice is creating spaces where women can learn, ask questions, and build financial confidence. The firm hosts 'WTFinance Wednesday' — a recurring women's financial happy hour — and Amanda speaks regularly on financial literacy and professional growth. Her leadership extends to the Women's Advisory Board for Osaic Wealth, which shapes initiatives supporting female advisors across the firm.
- WTFinance Wednesday — women's financial happy hour
- Financial-literacy speaking engagements
- Women's Advisory Board for Osaic Wealth
Community Involvement
The firm and its founder have a strong track record of community service in the Austin and Central Texas area. Amanda has served on the Board of Directors of The Autism Society of Texas and as Philanthropy Chair for Texas Women in Business, vetting and funding charitable organizations that serve women and children — including Dress for Success, Seedling Mentors, Austin Child Guidance Center, Healing our Hero, The Austin Diaper Bank, and the Girls Empowerment Network (GEN Club).
- Board of Directors — Autism Society of Texas
- Philanthropy Chair — Texas Women in Business
- Supported organizations: Dress for Success, Seedling Mentors, Austin Child Guidance Center, Healing our Hero, Austin Diaper Bank, Girls Empowerment Network
Recognition
Amanda Dunlap was named a Five Star Award Winner in 2024 by Five Star Professional, an award recognizing financial-services professionals for overall client satisfaction. The firm also maintains memberships and registrations that reinforce its professional standing.
- Five Star Award Winner 2024 (Five Star Professional)
- Investments & Wealth Institute member
- FINRA-registered through Osaic Wealth (Series 7/63/66)
Contact & Office Information
The office is located in the West Lake Hills / Rollingwood area of Austin, just west of downtown. Clients and prospects can reach the firm by phone, email, or in person during business hours. The team also provides a website 'Account Access' portal and a Broker Check link for verifying registration.
- Address: 1015 Beecave Woods Drive, Suite 201, Austin, TX 78746
- Phone: (512) 327-2276 (512-327-ABSO)
- Email: [email protected]
- Hours: Monday–Thursday 9:00–5:00; Friday 9:00–3:00
- Website: https://www.absolutefinancialplan.com/