Children of Clients
We know that advice for those you love is important, so we extend our relationship with clients through the generations by providing some special services for children of clients.
Our Approach
Complimentary Advice
Clients’ children can schedule complimentary short discussions about specific questions, such as a 15-minute conversation about mortgage rates.
Point-in-time Planning
Point-in-time financial planning at an hourly rate is available primarily to clients’ children. This is useful for issues such as:
Making the most of work retirement plans
Home purchasing
College accumulation planning
Estate planning
Investing guidance on platforms outside of LWP
Frequently Asked Questions
Does my child need to become a full client to receive help?
No. These services are designed to be flexible and accessible. Your child does not need to enter into a long-term advisory relationship to benefit from our guidance. We’re happy to assist with one-time questions or point-in-time planning as needed.
What types of questions are appropriate for a complimentary conversation?
Short discussions—usually 15 to 30 minutes—are great for answering focused questions, such as:
- “Should I go with a fixed or variable mortgage?”
- “How should I prioritize paying off student loans vs. saving?”
- “What does my employer’s benefits package really mean for me?”
What if my child lives in another state?
We work with families across the country and can meet virtually via secure video calls. Wherever they’re located, we can provide thoughtful, personalized advice.
Can you help if my child already has investments elsewhere?
Yes. If they’re investing through another platform, we’re happy to offer a second opinion or help them understand how it fits into their larger goals.
Is this support available for stepchildren or in-laws?
Yes. We’re happy to support the people who are important to you—whether that’s a biological child, stepchild, or child-in-law. Just speak with your advisor about the specific situation.
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Why Choose Laurel Wealth Planning?
Wealth management is about aligning your financial choices with your desired life. By integrating investment, tax, estate, and financial planning, we simplify your finances, offering clarity and confidence. Our high professional-to-client ratio ensures personalized care and strong relationships.
With decades of experience, we offer the personalized attention of a boutique firm and the resources of a larger organization. Our Investment Committee, with over 100 years of combined experience, crafts tailored strategies supported by advanced designations like CPA, PFS, and Masters in Taxation. We work as a team, upholding clear standards of care and values.
At Laurel Wealth Planning, we start by understanding what matters most to you through our trademarked process. We craft a personalized plan that evolves with your life, aligning every financial decision—investments, taxes, and gifting—into your broader vision, harmonizing your wealth with what’s most important to you.
Hear What Our Clients Say:
"Catherine and I first met Laura 25 years ago when my mother, Elaine, then in her 60s, began working with LWP. Over the years, I watched as Laura offered thoughtful financial guidance and coaching, helping Elaine navigate the many decisions that come with managing your finances. Thanks to that support, my mother has been able to contribute to causes she cares about while also staying on solid financial footing.
Through that experience, we saw firsthand how much Laura and her team genuinely care about their clients and how trustworthy they are. So, when it came time to choose a financial advisor for ourselves 7 years ago, the decision to work with LWP was an easy one. Since then, we’ve received the same honest, high-quality advice, which has helped us grow our wealth and feel more confident about our financial future. We truly value Laura’s holistic approach and the way she helps us think about both our finances and our bigger life goals."
John and Catherine
The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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