-
Financial Concerns for Queer and Trans People Ep. 20
Join me as I talk about several different potential financial concerns for folks in the 2SLGBTQIA+ community. There are unique challenges faced by different members of the community. There’s can also be tremendous difficulty in accessing financial services. Focusing on your goals, asking questions, and finding your people are key to successfully navigating these institutions.
-
How to Choose a Financial Advisor Ep. 19
Join me as I talk about choosing a financial advisor. I’ll be discussing the two most important ways to grade an advisor. As well as providing some insight on how to determine whether an advisor will be a good fit for you. Your choice in advisor can have a huge impact on your financial future,…
-
Why Family Finances Matter to Me
How families talk about money was a foundational part of why I wanted to become a financial planner. Money was a big topic of conversation growing up, and there was a lot of stress around that conversation. Some of my earliest memories are of my parents talking to me about money, and mostly about how…
-
Talking About Money Amongst Family Ep. 18
This week I’m talking about inter-generational finances and how to approach and discuss money amongst family. I must say this one ended up feeling a lot more introspective for me then I thought it would! How families talk about money was a foundational part of why I wanted to become a financial planner. Money was…
About Me
I’m Laura and I’ve been working in the Financial Services Industry since 2014. I’ve worked in banking and wealth management and have handled everything from bank accounts, loans, and mortgages to investment portfolio management, preparing tax returns, insurance, and financial planning. Managing your finances doesn’t need to be difficult or stressful, so Let’s Talk About It.