Financial Providers

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lifelaidout Q1 '17 Update

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lifelaidout Q1 '17 Update

I hope your 2017 has been off to a good start! On the east coast, it seems like we're finally making way for warmer weather (fingers crossed). 

At lifelaidout, we've been working hard to help people reach their financial goals through comprehensive planning as well as educating people about personal financial strategies through articles, talks, and media mentions. 

See below for a summary of what we've been up to. If you would like to explore working together, through individualized planning or a company/group talk, please email me at roger@lifelaidout.com to start the process. 

5 Things to Look for When Picking a Financial Advisor

5 Things to Look for When Picking a Financial Advisor

The financial advisor ecosystem can be surprisingly complex. Nearly anyone can call themselves a financial advisor, financial planner, or financial coach, with minimum qualifications required. As a result, it's important to be careful and thoughtful when selecting a professional to help you save, grow, and protect your savings. Here are five things to consider when shopping for a financial advisor.

Financial Coach, Financial Advisor, or Financial Planner: Which Should You Use?

Financial Coach, Financial Advisor, or Financial Planner: Which Should You Use?

Getting your finances in shape can be a tall order. It's not the most exciting topic for many people and it can be extremely confusing to try to make sense of all of the details without making a mistake. Many people seek out professional help to organize, manage, and optimize their finances. But, what type of financial professional should you use?