Contributed by: Laurie Renchik, CFP®, MBA
Financial planning doesn’t mean planning for the day your health begins to fail. It means asking, “Where do I want to be in three years? Ten years? Twenty years?” Here’s how I help. One of my special interests is working with women who are handling financial assets and want to move forward with their financial lives. We focus on what is important to you. To me, that means being authentically interested in your life story, because financial planning done right is all about you, your plan and your goals. I work with you to put the financial pieces in place so that you can focus on what you do best…living your life!
The below video is an opportunity for you to hear my perspective on finding the right fit in a financial planning relationship. The confidence to know you have a handle on the financial aspects of your vision is why I am inspired to help clients create and manage financial plans to serve as a guide for future success. If you’re interested in working together, please don’t hesitate to contact me!
Laurie Renchik, CFP®, MBA is a Partner and Senior Financial Planner at Center for Financial Planning, Inc.® In addition to working with women who are in the midst of a transition (career change, receiving an inheritance, losing a life partner, divorce or remarriage), Laurie works with clients who are planning for retirement. Laurie is a member of the Leadership Oakland Alumni Association and is a frequent contributor to Money Centered.