Would you like to worry less and enjoy life?
If you worry about your financial future. We can help.
If you worry about your financial future. We can help.
Lawrence Financial Planning was opened to provide you with the kind of financial help you really need. As a fee-only planning firm, our goal is to help you prepare for your financial future.
Our role as planners is to help you figure out where your money goes every payday, how to save for retirement, can you pay for college, how do you pay less taxes, and what is the best plan to protect your family if something happens to you. Yes, we also help with all those other decisions such as where to invest your 401k, reducing school loans, what to do with stock options, how to invest your retirement savings, and many others.
When you talk with us, we will provide you with straightforward solutions, no sales pitch, no commissions. We charge a flat fee that is calculated based on the complexity of your work, which includes what you own, what you earn, and other factors. The fee does not go up and down based on the performance of the stock market.
If you feel you can use guidance with your finances, some great ideas to improve your financial life, and a partner who wants to help you succeed, come visit us at Lawrence Financial Planning.
So, what is the first step? Come in and visit us. There is no obligation, and it gives you a chance to talk over your issues with us before deciding if we are a good fit for your needs.
Before your visit, we’ll ask you to complete a questionnaire and share some tax information. This allows us to prepare our questions for the meeting and provide you with a fee quote.
During our first meeting, we’ll go over your financial concerns and objectives and the solutions we may provide. If we decide we would like to work together, we can discuss how to take the worry out of your financial future and how we can help you achieve the financial independence you desire.
As a fee-only, independent financial planning firm, we understand that one plan does not fit all. However, these are some of the areas we can help in:
Our most important service is making sure that you make the changes in your life that you need to be successful.
What is a flat retainer fee?
We work with you one year at a time. You pay us an annual fee for the work that we do. We call this a flat retainer fee. Paying this fee means that you have access to us throughout the year for financial assistance you may need.
How is the retainer fee calculated?
The fee is calculated based on a combination of the complexity of your work, your earnings, and what you own. Our minimum retainer fee for a new client is $6,000.
How we do not get paid.
We do not receive commissions. We do not sell products. We do not charge you a percentage of your investments under management.
AdvisoryHQ provides independent reviews of financial firms. We had the honor of being ranked one of the top 8 financial advisors this year for the Tampa and St. Petersburg Florida area. We are excited and grateful to receive this award.
The National Association of Personal Financial Advisors (NAPFA) is proud to have a membership of financial planning professionals who are committed to the highest of professional standards and principles. Members strive to be the:
FeeOnlyNetwork.com is a partnership with The National Association of Personal Financial Advisors.
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based services to manage clients’ whole financial picture, from estate planning to taxes.
A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
Lawrence Financial Planning, LLC is listed with the state of Florida as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state de minimus exemption. This website does not provide investment advice, nor is it intended to be an offer to provide investment advisory services to individuals or entities in any state in which Lawrence Financial Planning, LLC is not currently authorized to do so.
Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
Lawrence Financial Planning connects you to a fully-balanced divorce transition team that includes CDFAs® (Certified Divorce Financial Analyst®), mediators, attorneys, and licensed mental health professionals. We are there for you before, during and after your divorce.
We offer a Divorce Financial Plan, which includes:
We also offer bundled services:
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