"Laura is one of the most passionate people I know when it comes to money management and improving one's skills and outcomes. A wealth of knowledge and a unique sense of humor combine for a remarkable experience in money coaching. I highly recommend her!"
- Amy Jo Lauber
CERTIFIED FINANCIAL PLANNER™
"Laura knows her stuff when it comes to money and budgeting! She is friendly and honest! She would love to coach you through finding a budget that meets your needs! She is very passionate about this work! Give her a call!"
-Lisa Harrington Sutton
"I have just begun to work with Laura and am a really excited. After our first intro session I felt so relieved and so much clearer about my financial status. She was quick to point out the pluses and focus on action steps - no judgement, only encouragement. I am looking forward to finally taking charge of my finances and know that I will benefit immensely from Laura’s clarity, compassion and knowledge."
- Anne Nayer
"Not only is Laura smart and passionate about personal finance, she is trustworthy. I highly recommend her."
"Laura is a very smart and loving person that I’m sure you will be happy with her service. Don’t hesitate to give her a call or drop her a email."
- Shirley LeBarron
"I have known Laura Lonie for more than 20 years. She is a Past President of an accounting group that I am also quite active in. She brings knowledge, expertise & passion to everything that she does. I would highly recommend her."
- Lisa Faturos
"I have known Laura Lonie for several years now and trust her completely. Laura has shared openly about some of the mistakes she has made with money but, more importantly, how she overcame them and is very willing to tell others what tools she learned along the way. She truly is nonjudgemental and kind. You will feel supported, not embarrassed in any way."
- Kathy Szymanski
I am a Certified Public Accountant and a financial coach.
I do not: provide tax advice, prepare tax returns, sell insurance or provide investment advice, What I will do is help you live your best financial life!
You will benefit from my financial coaching if you have a strong desire to make significant changes in your financial life. Some of the benefits include:
You will receive confidential, professional, financial coaching services as you choose to:
We create your spending plan in the initial session. Follow-up coaching packages are available if you want ongoing accountability and support.
Start with a free 15-minute telephone conversation to discover if we are a good fit for my financial coaching. Prior to the discovery call, you will be sent a brief questionnaire to complete. All communications are confidential.