Your Journey to Financial Confidence & Flexibility
At Laurel Wealth Planning, we blend financial expertise with genuine care, helping you align your wealth with what matters most.
Our Promise
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
Laurel Wealth Harmony™ Process
Step 01
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.
Step 02
Explore & Envision
Drawing from the journeys of clients whose situations are similar to yours, we offer opportunities and insights. You may find yourself thinking wider, uncovering opportunities that inspire and excite you.
Step 03
Design & Align
Our team of highly credentialed experts (CFP® Professionals, CPAs, Masters in Taxation) will create your comprehensive financial strategy. We align investment management, desired income, tax planning, risk management, and gifting & estate planning with your personal vision and values. We clarify the options available to you, putting you in a position to make decisions that you feel are right for you. We support and simplify implementation to free you to live your desired life.
Step 04
Coordinate & Implement
We work seamlessly with your other trusted advisors (your accountant and attorney) to implement your customized plan. Our high team-member-to-client ratio ensures meticulous attention to every detail.
Step 05
Monitor & Enhance
We proactively manage your investments and enhance after-tax returns and income all with the goal of reinforcing your financial confidence and flexibility. Regular collaboration and adjustments amplify your financial plan as your life and aspirations evolve, and as investment markets and tax laws change.
Step 06
Nurture & Grow
Supported by our high-attention process, we connect through regular meetings and quarterly check-ins. We continuously explore what inspires you, what you’d like to achieve, and where your values are leading you. We refine and adjust the technical aspects of your financial plan as your life and aspirations unfold. We make sure every piece of your plan is cared for as you move forward with what is most meaningful to you, what gives you the most enjoyment, peace, and fulfillment.
Take the first step
Talk to your financial advisor today!
The Elements of True Wealth
At the center of our approach is you. Surrounding you are the six essential elements that we believe create true wealth.
Our Commitment to You
Laurel Wealth Harmony™ Process
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.
Take Your First Step
