Transformational financial education, planning, and coaching...for all ages, transitions, priorities, goals, and healthy lives.
Personal confidential one-on-one conversations
Direct, independent, plain language explanations
Available to everyone: No minimum income or assets
Transparent, affordable hourly rate; no products/referrals sold
Serving clients via phone, email, Zoom, and in-person
Custom meeting arrangements for your time zone
“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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