Our Mission
Lawrence Financial Planning is a fee-only financial planning firm dedicated to empowering near-retirees, retirees, and surviving spouses to navigate their financial journey with confidence and clarity. We focus on comprehensive financial planning, tax minimization, and portfolio management to help you achieve financial independence and enjoy your retirement.
Who We Are
Our team of experienced financial professionals combines their expertise and compassion to provide personalized financial guidance. With over 120 years of combined experience, we understand the unique challenges and opportunities that come with transitioning towards and through retirement. We operate as fiduciaries, acting in your best interests with a servant mentality.
Our Services
We offer comprehensive financial planning services tailored to your individual needs. Our flagship Wealth Planning Services include:
- Income Tax Minimization: Strategies for reducing taxes on your income, retirement accounts, and investments.
- Retirement Planning: Comprehensive analysis of your retirement plans and implementation of strategies to maximize your benefits.
- Professional Portfolio Management: Development and management of a personalized portfolio aligning with your risk tolerance, goals, and values.
Our Values
- Client-centered: We prioritize your needs and goals above all else.
- Transparency: We operate with open communication and honest disclosure.
- Integrity: We adhere to the highest ethical standards and regulatory requirements.
- Empowerment: We believe in educating and guiding you throughout the planning process.
Our Approach
We take a holistic approach to financial planning, considering every aspect of your financial life. We work with you to:
- Identify your financial goals and dreams
- Assess your current financial situation
- Develop a tailored financial plan
- Implement your plan and monitor your progress
- Provide ongoing support and guidance
Schedule a Consultation
If you're ready to take control of your financial future, schedule a complimentary introductory call with us today and learn how we can help you achieve peace of mind, clarity, and financial freedom in retirement.
Overall Impression
The reviews are extremely positive, with both authors giving Julie a perfect 5-star rating. The tone of the reviews is warm and thankful, with a focus on Julie's exceptional service and the benefits of her financial services.
Expertise and Approach
Julie's "wholistic approach" is highlighted as a significant strength by Carolyn, who appreciated her careful and concerned management of finances. Madison echoes this sentiment, praising Julie's team as "smartest" and expressing confidence in their ability to handle her finances.
Personal Touch
Carolyn mentions Julie's personal attention and concern for her needs as a widow and new retiree, emphasizing the value of Julie's financial services. Madison's review is also infused with a sense of camaraderie, using the phrase "welcoming" to describe Julie's team.
Recommendation
Both authors highly recommend Julie to others, with Carolyn specifically mentioning her recommendation of Julie and her partner, Forrest.
Summary
Overall, the reviews highlight Julie's exceptional expertise, personalized approach, and welcoming demeanor, making her a top choice for financial management services.
