Financial Planning Resources

For Potential Clients

New Client Kit
Download and complete this form before our first meeting together

A practical guide to creating your “happiness portfolio” alongside your financial portfolio.

Exploring the Impact of ESG Investments webinar and corresponding webinar slides
How do we know if our portfolio is doing what we want it to in the world?
Socially Responsible Investing
Align your values with your investment strategy

ESG plus: Our values-based investing approach
How we approach values-based investing at Laurel Wealth Planning

Tuft Law Podcast
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

An award-winning book for widows. Helpful to widowers, too!

Consult your attorney for specifics in your situation.

Considerations for Widows and Widowers
Finding financial comfort during a very difficult time
What is an Irrevocable Trust?
Are you now the trustee of a trust?
Understanding the People Involved in an Irrevocable Trust
The important role of your attorney, CPA, and comprehensive wealth advisor

Wings For Widows nonprofit, offering services, classes and resources