Financial Planning Resources
Shortcuts To Get You Started
For Potential Clients
Download and complete this form before our first meeting together
Retirement
by Marianne T. Oehser
A practical guide to creating your “happiness portfolio” alongside your financial portfolio.
ESG Investing
How do we know if our portfolio is doing what we want it to in the world?
Align your values with your investment strategy
How we approach values-based investing at Laurel Wealth Planning
Divorcee
Practicing in a Pandemic: Financial Advisor Laura Kuntz discusses new federal benefits and strategies to help clients use them.
Consult your attorney for specifics in your situation.
Raising Cash During a Divorce
Divorce can be expensive. Learn how to raise cash for legal fees, etc.
How to Find Cash in Your Investments
Quick tips to get you started
Multiple Options for Finding Cash During Divorce
In depth discussion of many key options (audience is family law attorneys & experts)
During Divorce: Providing for Your Children
Talking with your kids about financial needs after divorce
Dealing with Divorce: Avoid this Common Mistake
The right house for you and your situation
by Isolina Ricci, Ph.D.
Loss of a Spouse or Loved One
by Kathleen M. Rehl, Ph.D., CFP®
An award-winning book for widows. Helpful to widowers, too!
Consult your attorney for specifics in your situation.
Wings For Widows
nonprofit, offering services, classes and resources
"We are honored to be recognized for the care we give our clients and the standards we hold ourselves to. There is nothing more important to us than helping our clients meet their financial goals."
Laura Kuntz, Senior Wealth Manager and CEO
