If Laura could use one word to describe herself it would be disciplined. When she makes a plan, she is laser-focused until she achieves her goal. Sure, there might be a few adjustments along the way, but she never takes her eye off the prize.
This is particularly important as Laura’s mission is to guide her clients through life’s transitions. Those times when changes can make staying the course challenging. But her determination and discipline ensure her clients will stay on track, forge ahead and continue to work toward their goals.
Laura’s discipline is also on display when she’s away from the office engaging in outdoor activities such as cycling, running, skiing and hiking. She’s set many goals over the years, indoors and out, and has worked as hard as she could — for as long as it took — to achieve them.
When it comes to accumulating, growing and preserving wealth, nothing is more important than having a plan. It’s essential to have clear direction for how you are going to hit your milestones and achieve your goals. Sure, things in life will change, and you can adjust for them. But having a carefully crafted plan is mission-critical and gives you the confidence to move forward.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
One of Laura’s greatest strengths is her ability to listen. She listens intently to her clients so she can understand their hopes, fears and goals. Then her team carefully creates and meticulously manages an investment portfolio aligned with her client’s immediate needs and long-term objectives.Visit Bluemonte
Wealth management doesn’t happen in a vacuum. It’s not just about the financial advisor. It takes a carefully coordinated group of professionals working together. Laura and her team make sure everyone on your team has the information they need to execute your plan and contribute to your success.
It’s your financial life in one easy-to-access place. It’s where you get statements and reports. It’s where you can electronically store essential documents. It’s where you can go, anytime and from just about anywhere, to get the information you need to monitor your progress and see your goals come to life.See First Hand Our Client Portal Experience
Laura knows how important it is for her clients to understand how planning, saving and investing works. Because only then can they make informed decisions about their future. Beyond her clients, she’s passionate about teaching young people about financial planning so they can start early — which can make all the difference in the world.
Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.Visit StrongHER Money