About Us

Not your typical financial advisor, Lauren's goal is to help you connect the dots from your desires to your finances by focusing on relationships over transactions. She knows good financial planning can only be effective if it is practical for your lifestyle, leveraging a combination of strategy and trust in the guidance provided.

Primarily working with women, realtors, and those in a transitional stage of life, Lauren aligns with the PFG mentality of being “not your father's financial advisor.” Going beyond providing financial plans—she gives you a trusted ally who simplifies complexity, genuinely listens, and helps you make confident choices for your future. She is an Ambassador for Cabarrus Chamber and is involved in her church through various roles.

Our Process:
Assess - Mapping where you are today; knowing you, your goals, priorities & preferences.
Design - Collaboratively refining your plan & strategy; creating a plan & educating to understand tradeoffs.
Build - Implementing strategies & solutions together; putting strategy to action.
Support - Ongoing work to adjust your plan or give input; Life changes, so should your plan.

Areas of help
- Out of the box solutions
- Strategic planning
- Consolidating Accounts
- Inherited Accounts
- Retirement (Pre & Post)
- Life Insurance
- Joint accounts with spouse
- Investment Accounts