The years Laura spent on the farm instilled in her a deep sense of responsibility and commitment, values that continue to guide her as she supports her clients through the complexities of their financial situations. In this article, we share her personal journey from farm life to financial advising, and how these experiences fuel her passion for helping others pursue financial freedom and delight.
First Career Steps
Laura shares that education was very important to her and her family, and it created the groundwork for her career and service to clients. She holds a bachelor’s degree in economics with the highest academic honors. Initially, she planned to go to law school, but after graduation, she decided she was tired of tests. Instead, she moved to Minnesota and entered the workforce during the difficult national recession of 1981. She spent three years working for a local hospital, working her way up from administration to a management engineer.
Then an article in Forbes magazine changed everything. It told of a new profession called financial planning, which combined the technical aspects of money management with the personal connections Laura craved. Laura says that she knew immediately that this was her calling. She began working as a financial advisor for a large firm but quickly realized it was just sales by another name, rife with conflicts of interest. After heading back to school to obtain a CPA and a master’s degree in taxation, she worked first with Fortune 500 executives, then with multi-millionaire business owners and inheritors. She loved providing sophisticated planning advice and climbed the ranks from analyst to manager to director.
Branching Out
When that job was eliminated years later, it served as the final push for Laura to start her own firm. She always felt that’s where she’d end up, anyway. That was 1998. By then, the market for financial planners had matured; the job had become more of a profession. Laura shares that she was ready to take a chance that people would be willing to pay for objective advice—free of proprietary products with the focus on looking at the complete financial picture and fitting the right tools with the right job.
That risk paid off. And her goals today are the same as they were then: to help people build and maintain financial independence in a way that promotes honor and decency—the Laurel Wealth Planning way.
An Inspirational Guide
Laura mentions that she admires Warren Buffett, not just for his financial success but for his unwavering interest in his work. Despite having achieved much more than enough to retire comfortably, he continues to stay engaged because he genuinely loves what he does. This commitment resonates deeply with Laura.
She shares the same fervor for her work and is driven by a true passion for helping her clients enjoy financial success. The moment when a client shows relief, that sense of peace and organization, the feeling that everything’s coming together—that’s what drives Laura. They suddenly understand that someone is watching out for them, caring about them and their goals. Her job is to listen carefully, then go beyond the numbers to help put her clients in a position to achieve what is most important to them.
Like Buffett, Laura has no plans to stop anytime soon because her work energizes and inspires her every day. She’s committed to being there for her clients, guiding them on their financial journeys with the same enthusiasm.
Laura has the joy of serving clients alongside her talented team. Through future communications, you’ll get to know the dedicated management team and every member of Laurel Wealth Planning. Every person is highly dedicated to their clients, investing not just their skills and time, but their passion and care.
Moving Forward
Laura’s path in financial advising is more than just a job—it’s a lifelong devotion to assisting her clients in finding financial peace and success. She’s here to support, guide, and walk with you every step of the way.
Much like the consistent care and attention required to tend a large garden or crops and livestock on the farm, Laura believes in nurturing each client’s financial plan with the same level of dedication and precision. This personalized approach allows her to address the unique challenges and opportunities each client faces so they feel confident in their financial journey. Whether it’s navigating complex investment strategies, reducing taxes, or planning for the future, Laura’s commitment remains unwavering: to see her clients thrive and realize their financial dreams.
If you’re seeking a financial advisor who blends experience and compassion with a profound appreciation for hard work and responsibility, Laura would be privileged to partner with you. Let’s craft a tailored plan that helps you maintain and enhance your financial independence and prepare you for whatever lies ahead. To schedule a complimentary meeting, email laura.kuntz@laurelwealthplanning.com or call (952) 854-6250.
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