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How
may I
be of service?
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
We want to help every potential client we come across, but we've made a deliberate decision to keep our client list very small. As the founder of Laughter Financial, I, Molly, want to provide the most value I can to the women I support.
As a client you'll work exclusively with me, and I'll dedicate a high level of time and energy to our relationship. For this reason, though Laughter Financial does not have an investment minimum, I feel I best serve clients with at least $1 million to invest.
The most we charge per year is 0.85% of assets under management compared to the standard 1% in the investment industry.
If I manage $500,000 or more for you, Financial Planning is an included service, you don't need to pay extra for it.
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