Laura Bare, CFP®, CDFA®

Laura Bare, CFP®, CDFA®


Laura's approach to financial planning is to adapt each plan according to our clients’ needs.  Financial planning is the core of the practice, and without a plan, it is hard to make recommendations.  She feels strongly that it should be available to anyone who is committed to changing their financial future.  It is often about getting the client to the point where they have money available to invest.

She has personal experience with most of the situations for which the team provides advice including divorce, education planning and retirement planning.  If our clients do not have the time or interest to investigate these areas, Laura and the team are happy to  provide information and options.

When not working, you can find her cooking, cycling or working on an art project.