
Your Journey to Financial Confidence & Flexibility
We help you achieve financial confidence and flexibility while staying true to what is most meaningful to you. Through our high-touch, relationship-focused approach, we have created this trademarked process to amplify and harmonize all aspects of your financial life, supporting you every step of the way.
Our Six-Step Journey
Connect & Listen
During our initial meetings, we focus on understanding you—your story, values, and dreams. What matters most to you? What gives you the most joy and pleasure today? What might your ideal life look and feel like? We listen for the heart of the matter to understand not just your financial situation, but your hopes and aspirations.
Explore & Envision
Design & Align
Coordinate & Implement
Monitor & Enhance
Nurture & Grow
Talk to your financial advisor today!
The Elements of True Wealth
Financial Security
The foundation that supports your choices and dreams
Purpose & Impact
Making a difference in ways that are meaningful to you, now and through your legacy
Family & Relationships
Giving time and energy to the people you cherish
Health & Well-being
Sustaining your physical and emotional vitality
Growth & Learning
Exploring, evolving, and creating
Life Experiences
Fostering memories and finding joy
With over 25 years of experience and some of the most respected credentials in the industry, we provide the expertise you need.
Just as importantly, we offer the wisdom that comes from journeying alongside clients with financial situations similar to yours, and the emotional intelligence and genuine care that can enhance the meaning, fulfillment, and enjoyment of your journey.
Hear What Our Clients Say:
"Laura, Jesse and 'our' Laurel Wealth Team,
We want to take a moment to recognize you and your team for the expertise and dedication you’ve brought to our financial well-being over the past 10 years. Your professionalism, integrity and insight have had a very meaningful impact on our lives. We truly appreciate everything you do."
Carol and Rich
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.