Women Decision-Makers
Laurel Wealth Planning partners with women taking an active role in shaping their financial future.
Some women have always taken the lead when it comes to financial decisions. Others step into that role during a transition—after a loss, a divorce, a career shift, or a change in family dynamics.
Wherever you’re starting, the need is the same: a clear path forward, thoughtful guidance, and a trusted partner to help you make decisions with a sense of control.
Our Approach
Wherever you are, we start there.
Some clients want to understand every detail. Others prefer clear guidance and a trusted partner to help them evaluate options as they arise. There is no expectation, only a starting point and a pace that feels right for you.
Our role is to help you gain a clear view around your financial picture over time, understand the implications of key decisions, and feel more confident in the direction you’re moving. As that understanding builds, so does your ability to choose a path with greater ease and intention, knowing how each choice fits into the bigger picture of your life.
Service Details
Understanding Your Financial Picture
Clarity begins with understanding how everything in your finances fit together.
Many women find that their finances have developed over time across different accounts and life stages, so it’s not uncommon for things to feel scattered or unclear.
Women stepping into financial decision-making often need a clearer, more complete understanding of their financial situation than they’ve had in the past.
Our first step (for any situation) is to bring everything into focus.
We organize your financial life into a clear framework so you can see what you have, how it’s working, and which factors may need attention next. This includes reviewing investment accounts, retirement assets, income sources, tax considerations, and any upcoming transitions.
For many women, this is the first time everything has been brought together in one place. With that understanding comes a stronger sense of control, along with the ability to make more informed, confident moves going forward.
For others who are experienced in financial decision-making, this process provides a more structured, comprehensive view that connects each piece into a cohesive strategy.
Guidance Through Financial Decisions
Financial decisions rarely happen in isolation.
Questions around investments, taxes, income, and long-term planning are often interconnected and can feel more complex when you’re navigating them on your own.
Whether you are just starting to take the lead or you have been for years, you need a way to think through these choices, understanding not just what to do, but how each decision connects to your broader values.
We provide guidance across areas such as how investments are structured and managed, what income may look like now and in the future, and how to approach major financial transitions.
Rather than offering one-off answers, the focus is on helping you understand the implications of each decision so you can move forward with greater clarity, control, and a clear plan.
No matter where you are on your financial journey, this means refining strategies, validating decisions, and identifying opportunities that may not have been considered before.
Building Confidence Over Time
For women who are taking on a greater responsibility for their finances, financial confidence often builds gradually.
That sense of control often builds through experience, understanding, and the right support over time. It may already exist in other areas of life like career, family, and leadership, but feel less certain when navigating financial choices. A clear plan, supportive guidance, and a trusted financial advisor relationship allows confidence to build over time.
Women who are already taking the lead on financial decisions often come to us with many areas of financial confidence, but they may want help in specific areas and to understand how one financial aspect impacts another. They often appreciate a second perspective and a framework for decisions they’ve been making for years.
In both cases, whether you are newer to financial management or have been doing it for years, the goal is the same: helping you feel more informed, clear, and confident in your financial future and your financial choices.
A Client’s Perspective
Women come to Laurel Wealth Planning at very different stages, some navigating financial decisions for the first time, others seeking more coordination and clarity. The following testimonials reflect both experiences:
Then I met Mallory. I was so worried about everything, so I brought my brother along with me for the first few meetings to see what he thought. After our third meeting, he gave the thumbs up and felt I was in good hands.
Initially, Mallory and I met every other week, until things were set up properly. Then we would meet monthly, every other month, and now we have quarterly meetings. I cannot thank Mallory enough for all she has done for me!
She dealt with my ex regarding money transfers and spoke with the different companies to make sure things were done correctly. Each meeting, I am provided with a printout of my financial information (this is also emailed to me beforehand to review); we go through everything together. She helped me set up Social Security, speaks with my tax person each year to answer any questions, has helped me figure out computer issues… I could go on and on!
Mallory is a very smart, kind, genuine, and professional person. I am so grateful she is my financial guide!
I am so grateful we made this leap several years ago. As my husband and I have navigated the first years of retirement, Laura and her team’s advice has been invaluable. They have helped us to fully understand our financial position, our options, and they have been good at guiding us into investment strategies we might not have considered otherwise.
One particular area of strength for them is tax planning. Early on, LWP developed an income road map that considered the effect of capital gains, Medicare rates, and projected income tax rates on our annual income. This has proven to be invaluable to us. We have weathered some turbulent financial times with them in the past few years. It is good to know they have our back.
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.
Move Forward With Greater Confidence
Are you stepping into financial decision-making or looking for a more integrated approach? We’re here to help.
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 insight and comfort in your decision. Our high professional-to-client ratio helps ensure 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, CFP®, PFS, and Masters in Taxation. We work as a team, upholding clear standards of care and values.
At Laurel Wealth Planning, we work with both individuals who are new to managing their finances and those who have long been in control but want a more integrated, strategic approach. 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.