Who We Work With

Driven by a genuine passion for empowering individuals, especially those in the entertainment and tech industries, Laura is dedicated to assisting newcomers embarking on their careers. Recognizing the unique challenges faced by those starting in these fast-paced and ever-evolving fields, she aims to provide comprehensive financial planning advice tailored specifically to their needs. From budgeting and investment strategies to debt management and retirement planning, Laura is equipped to guide and support young professionals, helping ensure they make informed decisions and lay a solid foundation for their financial future.

Moreover, Laura brings a keen eye for detail and a critical perspective to the table. She excels in offering a second opinion on financial and investment services, helping individuals in various stages of their careers "clean up" their financial situations. With her expertise, she can identify potential gaps, optimize existing portfolios, and suggest strategies that align with client's long-term financial goals.

Entertainment Industry

The entertainment industry is a captivating and ever-evolving world that presents both extraordinary opportunities and unique financial challenges. Our team recognizes that the entertainment industry comes with its own set of financial intricacies, including irregular income streams, contract negotiations, and complex royalty structures. Our team empowers you to take control of your financial future while focusing on what matters most to you – your craft, your career, and your personal life.

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Tech Industry

The tech industry is a rapidly evolving and innovative field that presents exciting opportunities and unique financial challenges. Our team understands the intricacies of this dynamic industry and has tailored our financial planning and strategy services specifically to meet the needs of professionals like you. We recognize that income streams can vary, stock options may be part of your compensation, and planning for the future requires a strategic approach.

  • Cash Flow Management
  • Tax Efficient Planning
  • Retirement Planning
  • Equity Compensation
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Creative Professionals & Business Owners

As a creative business owner, you understand the unique blend of passion and entrepreneurial spirit required to thrive in the creative industry. Our team understands the intricacies of running a creative business and has tailored our financial planning and strategy services specifically to meet the needs of business owners like you. With years of experience working with entrepreneurs in the creative field, we have a deep understanding of the financial challenges and opportunities you face. We recognize that managing cash flow, securing funding, and planning for growth while preserving your creative vision can be complex. Whether you are launching a new venture, scaling your business, or planning for succession, our team creates a customized roadmap that aligns with your specific needs and vision.

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Real Estate

Our team recognizes that real estate professionals face unique financial considerations, such as fluctuating income, investment opportunities, and the need for strategic planning to maximize returns. We empower you to take control of your financial future while focusing on what matters most to you – growing your real estate portfolio, building your business, and achieving your long-term goals. We provide personalized financial planning and strategy services that address the specific challenges and opportunities you encounter in the real estate industry.

  • Income Fluid/Inconsistent
  • Tax Efficient Strategies
  • Lower Tax Build for Today & Future
  • Equity Compensation & Tax Compensation

Financial Representatives and Advisors do not render tax advice.  Consult with a tax professional for tax advice that is specific to your situation.

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