Transformational financial education, planning, and coaching for the transition times of your life: career, business, relationships, retirement, family, and new personal goals.
Personal one-on-one conversations
Direct, plain language explanations
Available to everyone: No minimum income or assets
Hourly or project based fee consultations
Serving clients everywhere via phone and Skype
“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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