OUR TEAM

We are detail-oriented professionals who craft custom designed money management solutions that work within your budget and your schedule.

Honesty and integrity are important to us. The clients we choose to work with are aligned with our commitment to provide a meaningful, supportive service that allows us to use our talents of organizational skills combined with a passion for precision. This leads to building long-lasting partnerships with our clients.

WHAT OUR CLIENTS SAY

"Personal concern...Lauri absolutely has her heart in everything she does and it's obvious she cares about every client she has!"

"Always on time, never misses an appointment or deadline. Very friendly and willing to work with the customer in every detail."

"My questions/issues are always addressed in a timely manner and very professionally. I always have "peace of mind" after speaking with Lauri. She has been a very valuable piece to my  financial/Medicaid needs."