- Are we a good fit to work together? Let's take 15-20 minutes to find out.
20 minutes
- MAMM Check-In
30 minutes
Already a Planning Client? Use this link for your Check-In to see where we can improve this week!
- Financial Focus
20 minutes
I like what Lauren has to say and want to know more about what she can do for me and see if we would be a good fit to work together.
- Estate Planning
45 minutes
You know this is something you need, but may not be sure where you stand? Schedule for Lauren to discuss what you have and see if there's a way she can help you continue to put your plan together to ensure your loved ones are taken care ...
- Retirement Planning
45 minutes
Do you have questions regarding your retirement? Will I have enough to do what I need it to do?Not sure if you're two years away or 5 from making the big leap? Bring your questions and we'll hash it out together so you feel confident mo ...
- Investment Review
45 minutes
Already a client? Ready to review where you are currently?
- Financial Planning
45 minutes
Financial Planning covers retirement, estate, long-term care, annuities, insurances, etc. It is all encompassing and the best fit to make sure your finances are in alignment with your goals and the way you want to live your life. Find o ...
- Business Financial Planning
45 minutes
A review of your business and how it has evolved over time. Where you are now and where do you want to be in the future? Lauren helps you zone in on your financial goals for your business and works actively with you to make those goals ...
- Third Thursday Bad Bitch Power 1/2 Hour
30 minutes
Join us for The Bad Bitch Power Half Hour! An empowering event designed for entrepreneurial women eager to tackle their financial questions in a bold, contrarian way. This unique gathering provides a safe and supportive space where ambi ...
- Summer Summit Discussion
45 minutes
Lauren will come to your fam out at the lake or wherever you summer so that she can facilitate conversations around money and bridge the gap between generations. These summits last typically 1-2 days and revolve around the needs of your ...