Transformational financial education, planning, and coaching for happy, successful, purpose-filled lives.
Personal confidential one-on-one conversations
Direct, independent, plain language explanations
Available to everyone: No minimum income or assets
Transparent hourly fee consultations and coaching;
(no products or referrals sold)
Serving clients via phone, email, and video
Early morning, late day, and weekend appointments available
“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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