Individualized Financial Education

Fees are charged at a rate of $200.00 per hour.  Your initial consultation is free of charge.

 

    • Divorce: understanding what you have and what you need to do
    • Widowhood: guidance and support during your difficult journey to a new life
    • Retirement: making sure you have enough money to last as long as you live
    • Spousal Protection: doing what you can to make it easier on your spouse if you die first
    • Late Life Planning: protecting your assets and your freedom
    • Estate Planning: protecting your heirs and getting things done ahead of time
    • Investing: selecting investments that are appropriate for your needs
    • Taxes: learning ways to minimize taxes especially in regards to your investments 
    • Completely lost: understanding your financial situation and needs
    • Coaching: helping you keep on task and get things done

 

Financial Planning Engagement Letter
ADV Part 2A - 'Cambridge Disclosure Brochure'
ADV Part 2B - 'Laura's Disclosure Brochure'