Personal Information
Organização/Local de trabalho
Columbia, South Carolina Area United States
Cargo
Owner
Setor
Finance / Banking / Insurance
Sobre
Laura works with people from all ages and stages of life to help them better understand their financial situation. She charges by the hour and does not receive any commissions from products she recommends. Her investment philosophy is to focus on a low cost, diversified investment portfolio comprised primarily of index funds and exchange traded funds. A mix of asset classes is used to construct an all weather portfolio that is consistent with the clients goals and attitude toward risk. Most importantly she educates her clients along the way and uses a facilitative approach in order to best understand how they can match their heart felt goals with their financial strategy. Laura is par...
Marcadores
women
investing retirement
cash flow
financial planning
budgetting
investing
Ver mais
Personal Information
Organização/Local de trabalho
Columbia, South Carolina Area United States
Cargo
Owner
Setor
Finance / Banking / Insurance
Sobre
Laura works with people from all ages and stages of life to help them better understand their financial situation. She charges by the hour and does not receive any commissions from products she recommends. Her investment philosophy is to focus on a low cost, diversified investment portfolio comprised primarily of index funds and exchange traded funds. A mix of asset classes is used to construct an all weather portfolio that is consistent with the clients goals and attitude toward risk. Most importantly she educates her clients along the way and uses a facilitative approach in order to best understand how they can match their heart felt goals with their financial strategy. Laura is par...
Marcadores
women
investing retirement
cash flow
financial planning
budgetting
investing
Ver mais