Services at Laughter Financial
Financial Planning Services Built Around Your Life
Laughter Financial is a steady partner when you need clarity most.
Financial Planning
Investment Management
Life Transition Planning
Financial Planning Services for Women
When you’re trying to make smart financial decisions but don’t feel confident about the numbers, it’s hard to know what’s safe or what comes next.
Financial planning helps you understand your full financial picture and make thoughtful decisions with confidence.
This includes:
- A clear understanding of your income, expenses, and cash flow
- Guidance on how much you can safely spend each month
- Planning around retirement timing and lifestyle choices
- Support for major decisions like moving, downsizing, or renovating
- Coordination with your CPA and estate planning attorney as needed
- Ongoing check-ins to adjust your plan as life changes
As a fiduciary, Laughter Financial will always act in your best interest so you can move forward knowing where you stand and what’s safe, without feeling rushed or overwhelmed
This service is offered for a flat fee, starting at $300/month for a 12-month engagement.
Investment Management
If managing investments feels intimidating or stressful, we can help.
Our investment management service allows you to step back from day-to-day decisions while knowing your money is being handled thoughtfully and responsibly, giving you ongoing guidance as life changes.
This service includes:
- Professional management of your investment portfolio
- Ongoing monitoring and adjustments as markets change
- A strategy aligned with your goals, timeline, and comfort level
- Clear explanations of what’s happening and why it matters
- Regular reviews to ensure your plan stays on track
- Financial planning included for most investment management clients
You gain peace of mind knowing your money is working for you and keeping up with the life you want to live.
This service is offered for an Assets Under Management (AUM) percentage that caps at 0.85% annually.
Life Transition Financial Planning
Life transition financial planning helps women make clear financial decisions during major life changes such as divorce, widowhood, retirement, career changes, or new financial independence. The goal is to organize priorities, understand available options, and create a plan that supports both immediate needs and long-term goals.
For women navigating divorce or the loss of a spouse, financial planning can help clarify cash flow, account organization, beneficiary updates, retirement decisions, tax considerations, and next financial steps.
We’ll help with:
- Gathering and organizing financial accounts and documents
- Understanding what you have and what it means
- Prioritizing what needs attention now versus later
- Guidance on immediate cash flow and monthly spending
- Support coordinating with attorneys or other professionals
- A clear summary of where you stand and what comes next
You walk away feeling calmer, organized, and reassured that you’re going to be okay.
This 6-week engagement is offered for a flat fee of $5,000.
Frequently Asked Questions
What is life transition financial planning?
Life transition financial planning helps people organize financial decisions during major life changes such as divorce, widowhood, retirement, career shifts, or new financial independence.
Can financial planning help after divorce?
Yes. Financial planning after divorce can help with cash flow, account organization, retirement planning, asset decisions, and rebuilding a clear financial direction.
Can financial planning help after losing a spouse?
Yes. Financial planning after the loss of a spouse can help widows understand income needs, organize accounts, review beneficiary details, and make decisions at a manageable pace.
What financial planning services does Laughter Financial offer?
Laughter Financial offers planning guidance around life transitions, retirement, investment decisions, cash flow, and long-term financial clarity.
Let’s Take the Next Step Together
If you’re feeling unsure, overwhelmed, or simply want clarity about what kind of support would be most helpful, let’s talk.