how about a

financial plan

that allows you to

love your life

now?

We are a woman-owned

financial planning firm

obsessed with helping our clients build great lives and great businesses.

Keyboard and Mouse

Meet Molly

We all know we need to spend less and save more, but what’s the first step? What’s most important? How do we get started on our financial journey if we don’t even know what our goals are? Molly Laughter, CFA® charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women explore and answer these questions, in order to build the life of their dreams.

 

Molly has spent her professional career making complicated topics relatable and understandable. She worked in the event planning and visual arts industries, and started her own calligraphy business before returning to graduate school. After simultaneously obtaining her MBA in Finance and a Master of Arts Administration, she understood the importance of using both sides of our brains to build a well-lived life. You don't have to know numbers to build a successful life.

 

Molly’s mission is to educate and empower the women she works with to live a life they love now, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning, investment management and business consulting services.

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WE ARE
Fee-Only

We are fee-only fiduciaries, meaning we are required to act in your best interest. No commissions.

No gimmicks.

WE ARE

We build personal financial plans catered to you. Cash flow, tax planning, estate planning, insurance analysis, retirement, and more.

Financial Planning
WE ARE

We perform analysis

to discover your risk tolerance, and build a portfolio specific to your needs. We review and rebalance your accounts regularly.

Investment Planning
WE ARE

Need a second set of eyes on your business? A short-term CFO?

Let us review your business and suggest profitability improvements.

Business Consulting

That's a little about us.

We can't wait

to hear about you.

Let's Get Started.

Find a comfy chair and have a seat. The Initial Call is all about you.

Let us get to know you and see how we can help.