Summary of Services
Personal Financial & Accounting Services and Primeplus Services are multi-disciplinary team approaches to providing assistance to retired clients allowing them to remain independent and in their preferred living environment. These services are appealing to the adult children of retirees, thereby, creating peace of mind that their parents are fulfilling their financial obligations through a trusted professional. Post-divorce clients who may have taken on financial obligations that they are unfamiliar and uncomfortable with may also be interested in the these services.
Laurie, as a CPA, will cooperate with other professionals to maintain the safety, dignity, and quality of life for the client.
Statistically, dissolution of marriage is one of the leading causes of stress. As a Certified Divorce Financial AnalystSM, Laurie’s objective is to help alleviate some of the stress caused by divorce by assisting the client in the financial aspects of this situation. She will work side by side with the client and attorney.
“Relying on Your Trustworthy Personal Financial Analyst While Redirecting Your Valuable TimeSM”
