Holistic planning for
financially fierce females
Hey! I’m Laideen, founder and creator with a passion for helping women break through their fears and anxiety around creating financial stability in their lifetime and for generations to come. From experience, I know there is a lack of help available, and a lack of focus on women achieving financial wellness. My mission is to empower other women like me to achieve fulfilling lives by improving their finances.
OUR PROCESS FOR WEALTH BUILDING:
planning
This phase consists of identifying goals and formulating a plan to achieve them. We thoroughly assess the financial situation and look for the most appropriate method and timeline to reach the desired result. This is an integral and necessary phase of wealth Creation.
protecting
Discussing and implementing strategies to protect what matters the most is a vital part of the financial planning process. Non-controllable events such as illness, disability or death occurrence can seriously harm any financial plan. The protection step is often overlooked during the planning process, however, here at L&Co. we apply careful attention to this phase.
prospering
This part of a financial plan can consist of addressing cash flow and budgeting, investing for retirement, or saving for a major purchase. It differs based on the goal but is customized for an individual, family or business. At L&Co. we are part of an extensive network of realtors, mortgage brokers, accountants, lawyers and other professionals that are sometime required to ensure financial goals are achieved in the most efficient and successful manner.
preserving
The preservation phase addresses the maximization of accumulated wealth, and ensures this wealth is transferred effectively to the next generation. This phase minimizes unexpected occurrences during probate by ensuring the estate is preserved.