Transformational financial education, planning, and coaching for happy, successful, purpose-filled lives.
Personal one-on-one conversations
Direct, plain language explanations
Available to everyone: No minimum income or assets
Transparent hourly fee consultations and coaching
Serving clients everywhere via phone and email
“Laurie is passionate about her profession. She is never short on quick tips to help a client manage or navigate an issue. Her long-term experience as a planner is unmistakable given her depth of knowledge on any given topic.”
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