Laura P. Scholz, CFP®

Financial Planner

As a CERTIFIED FINANCIAL PLANNER®, Laura’s goal is to make financial planning feel less overwhelming and more empowering. Her approach focuses on helping clients make steady progress toward their short, mid, and long-term goals while maintaining the flexibility to adapt as life changes.

Laura believes financial planning should be practical, understandable, and tailored to real life, not just numbers on a page. Whether you’re focused on building long-term wealth, saving for your children’s future, preparing for retirement, or simply trying to align your finances, Laura can help create a balanced strategy designed to take steady, intentional steps towards the future you envision.

Laura enjoys helping teachers and school employees understand their pension benefits, 403(b) options, and making informed decisions regarding their complex retirement options. She also enjoys working with busy families who are trying to do it all: managing their careers, raising children, coordinating chaotic schedules, and still asking themselves, “are we doing enough for our future?”