Laura Kimball, CPA, CFP^®

How do I help clients live a richer life?
I am passionate about bringing financial planning to more families, so they can benefit from a partner who will educate, coach, and provide accountability to help them be successful. It is rewarding to see the look of relief on a client’s face when they realize the life they have envisioned will be possible, knowing that I have helped them create their financial plan.

How do I align my time and money with my values and passions to Live a Richer Life?
I am a life-long learner, and education is very important to me. Having a college-age daughter, I see how many young adults must navigate major financial decisions with relatively little knowledge. Helping educate young people about finances and volunteering as a tax preparer in the community provide me the opportunity to give back. I love spending time with my family, volunteering, doing escape rooms, and creating shared memories.