Our focus is helping you discover where your personal finances are now, then helping you
find exactly where you need to go.
Sound good?
Keep scrolling to learn more.
Meet Nancy.
Nancy lost her husband at the end of 2021. She was left with their home and an investment portfolio of $3 million. The holidays were a fog. Her kids tried to help but there were so many numbers to organize.
Then the market did horribly in 2022. Nancy didn't know what to do.
Should she sell everything?
How much can she spend?
Can she afford to help her kids without running out of money?
Can she afford to travel?
Does she need to work, or can she spend all her time with her grandchildren?
Our Ideal Client
At Laughter Financial, we are committed to delivering an unparalleled level of service, which is why we intentionally maintain an exclusive client list. While we would love to assist everyone, our boutique approach ensures that each client receives the highest level of personalized attention and strategic financial guidance.
As the founder, I, Molly, work exclusively with every client, dedicating substantial time, energy, and expertise to ensure that your wealth is managed with precision and care. Our firm is designed for discerning individuals who seek a deep, ongoing partnership.
To maintain this elite level of service, Laughter Financial requires a minimum of $2 million in investable assets. Our fee structure is highly competitive, with a maximum annual advisory fee of 0.85% of assets under management—lower than the industry standard of 1%, reflecting our commitment to providing superior value.
For those who qualify, working with Laughter Financial is more than just financial planning—it is an exclusive partnership designed to secure your financial future with clarity, confidence, and sophistication.