how about a
that allows you to
love your life
We are a woman-owned
financial planning firm
obsessed with helping our clients build great lives and great businesses.
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.
We are fee-only fiduciaries, meaning we are required to act in your best interest. No commissions.
We build personal financial plans catered to you. Cash flow, tax planning, estate planning, insurance analysis, retirement, and more.
We perform analysis
to discover your risk tolerance, and build a portfolio specific to your needs. We review and rebalance your accounts regularly.
Need a second set of eyes on your business? A short-term CFO?
Let us review your business and suggest profitability improvements.
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.