Transforming financial awareness, empowerment, and action
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, affordable hourly rate; no products/referrals sold
Serving clients via phone, email, video, and in-person
Early morning, late day, and weekend times also available
Amazon, Barnes and Noble and Indie bookshops worldwide
Audio available via secure download here
I welcome your questions and look forward to arranging a personal meeting with you.
Questions answered so you have less daily stress and anxiety ~ and more freedom and flexibility.
Proven strategies to gain more time and rewards for yourself and your mission.
Informative gatherings to join with other like-minded people, share experiences, and take home new knowledge.
“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.”
Click here for more client testimonials.