In Case we haven't met yet...

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I'm Laurie! 

After over three decades of watching women experience the “insider’s club” of the corporate financial world: 

  • intimidation
  • mansplaining
  • embarrassment
  • shame
  • confusion
  • inferiority
  • insignificance
  • pressure

I was done.

ENTER: Her Wealth Coach™

An educational empowerment company on a mission to provide immersive customer-focused solutions to help women, LIKE YOU, gain the self-awareness and financial confidence to take control of her narrative. 

My Mission

BELIEF | A woman in charge of her economic future is a woman with power over her own life.

WHY | To educate and empower women so that we have the confidence to experience financial security and the freedom to make our own choices. 

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Am I Qualified?

The answer is... YES!

I’m a financial badass. 

THE NITTY GRITTY:

  • 30+ years in the corporate finance world
  • Certified Trust and Financial Advisor™ (CTFA™)
  • Certified Fiduciary and Investment Risk Specialist® (CFIRS®)
  • National Social Security Advisor Certificate 
  • Passed Series 7, 9, 10, 24, 63, and 65 securities license exams  

Women Face Unique Challenges.

Facts:

  • Women live longer than men (the average is about 6.2 years).
  • Women earn less than a man for the same work which adds up to tens if not hundreds of thousands of dollars over time.
  • Women are usually the one who takes time off to care for young children or an older parent. We miss the opportunity make additions into our company sponsored retirement plan as well as accruing social security benefits.

Bottom line: 

Women have to make their money last longer.

Are YOU Ready?

I have managed THOUSANDS of accounts, helping women JUST LIKE YOU build long-term wealth to meet your lifestyle and legacy goals. 

  • Beach house? YUP.
  • Weekend trip to Italy? YOU GOT IT.
  • Ticket to space? Ehhhh. Maybe...
  • Kickass retirement savings? Abso-freaking-lutely!

It’s time to step into your power. 

Welcome to Her Wealth Coach.

YOUR financial safe haven.

YOUR solution.

Welcome home.

How can I help? 

 

If you have a finance-related question or would like to know more about my services, please fill out the form below and I'll respond via email.