“The road to retirement is filled with twists and turns. I create detailed financial roadmaps to make the journey efficient & enjoyable.”
INTRODUCTION
Passionate about working with busy female executives, small business owners, and women facing a life transition.
Laurel combines her 20+ years of financial planning experience with the innovative approach of offering objective investment advice, all with a tilt toward lower fees and tax efficiency. She works closely with her clients to execute and monitor strategies through regular reviews and ongoing support. She specializes in understanding women’s differentiated needs and preferences, as it related to managing their wealth and making financial decisions.
FOCUS AREAS:
- Efficient financial plan design and oversight
- objective investment advice and management
- Women in transition, such as divorce or widowhood
WHY WE’RE DIFFERENT
See how AdvicePeriod is reinventing wealth management
Grounded in robust planning
While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.
Fueled by unique expertise
The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.
Marked by full access and transparency
There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.
Lead by industry mavericks
We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.
