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WE HELP YOU EMPLOY YOUR WEALTH TO DO THE THINGS YOU MOST VALUE

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About Me

PRESENCE + GRATITUDE = TRUE ABUNDANCE


I am Laura Rotter, CFA, MBA, CFP and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm. After 30 years of successfully managing money for institutional investors including Citicorp and Para Advisors, I found my definition of abundance shifting. As I reviewed my own financial landscape, I realized that abundance wasn't just about accumulating more wealth, but about employing my wealth to do the things I most valued. My mindset changed from “I must use my life to make money,” to “I can use my money to make a life,” I am passionate about sharing my financial planning process, which guides my clients toward decisions that integrate the attainment of both financial security AND life satisfaction as they near retirement.

As a fiduciary, I work on behalf of your interests only. My compensation is based solely on the advice I provide. I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from any other professional. I am committed to providing objective, unbiased advice at all times.

CFP affiliation White Plains, NY financial advisor
nyssa affiliated White Plains, NY financial advisor
money quotient affiliated White Plains, NY financial advisor
ACP affiliated White Plains, NY financial advisor
CFA Institute affiliated White Plains, NY financial advisor
FPA affiliated White Plains, NY financial advisor
Dimensional Fund Advisors affiliated White Plains, NY financial advisor
Dimensional Fund Advisors affiliated White Plains, NY financial advisor


Laura Rotter CFP

WHAT ARE THE 5 BIGGEST MISTAKES INVESTORS MAKE?

Click to download our free guide to The 5 Biggest Mistakes Investors Make (some of which might surprise you!) 

Click to download report


How I Can Help


Here are some of the questions that are likely top of mind for you right now: Will I have enough money to retire? How long must I keep working at this job that drains me? Am I spending in-line with my means? How will my expenses change in retirement? Am I making the best financial decisions to support myself and those that are dependent on me?”

Other financial advisors focus solely on your investments. I take a fundamentally different and more holistic approach to financial planning.

Before I look at any bank statements, insurance policies or tax returns, we first get clear about what you value, what you stand for and, based on those foundational truths, your short and long-term financial goals.

Together, we get a sense of what you truly want from your life and from your money. Then, armed with these insights, we create a comprehensive, fully customized financial plan that moves you toward your goals. making sure that you are adequately protected from the potential impacts of unexpected life events and market downturns. This includes:

Cash Flow Planning


 Tax
planning


Retirement planning


Estate planning


Education 
planning


Insurance review & recommendations


Investment recommendations & management



Implementation is often the most difficult step in the financial planning process. Recognizing this, I am available to serve as your investment manager, financial coach and accountability partner. 

As your investment manager, I’ll create a personalized income plan that reflects your unique goals, dreams and objectives, paired with a disciplined, long-term growth portfolio that attempts to capture the market, not time the market. Any changes we make in your investment portfolio will reflect a shift in your personal priorities - not in the financial markets. We will work together to reach, and maintain your financial independence. 

As your accountability partner, I’ll make sure you make all the appointments, gather up the documents and meet with the professionals necessary to get—and keep—your financial life organized and secure. Your financial plan is a puzzle where all the pieces need to fit together in a coordinated manner – so that you feel calm and confident about your finances

As your financial mentor, I’ll continue to help you understand the interplay between your goals and your finances as circumstances change. As new, unanticipated events occur and priorities shift over time, I’ll be on hand to review your financial plan to make sure it remains relevant to your life , and am available to answer questions and concerns as your life evolves.

I do my best work with clients who see the value in having a trusted advisor who works closely with them to develop and implement a holistic financial plan and investment strategy to protect and manage their wealth.


Initial Planning fee: 


$5,000 . 50% paid upon signing of the agreement; 50% paid upon delivery of the plan.


IMPLEMENTATION Fee:


Fee is paid quarterly; the fee varies based upon complexity. The minimum fee is $1,250/quarter, which can be paid by check, or through your investment accounts.


Who I Work With


I work with people who are  looking forward to navigating one of  life's biggest and most exciting transitions - retirement. You worry that, though you've accumulated assets of $500k and greater, you may not have enough money to pursue your dreams (and you may not even be clear as to what those dreams are!) Instead of looking solely at the numbers, we take the time to help identify what you want for yourself now and in the future. Armed with those insights, we develop a step-by-step plan to help you achieve what you most value: time to relax with family and friends, a full travel schedule, a second home and more.

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Contact

I am a fee-only financial planner who is committed to asking the right questions, and listening deeply to understand what is important to you. Together we will define and design your truly abundant life. Contact me today to schedule your free initial consultation.

LET'S CONNECT


ADDRESS

500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528

EMAIL

laura@trueabundanceadvisors.com

PHONE

914-222-0832