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You have a relationship with money based on events and circumstances from the moment you were born. How you tell your money story is a reflection of your values. In this episode, I’m joined by Laura Rotter – a heart-centered, values-based financial planner and the owner of True Abundance Advisors. Laura spent almost 30 years working for some of the largest institutional investors, such as Citicorp and Para Advisors. Today, Laura utilizes her mindfulness practices and helps professionals facing big life changes to achieve financial security and life satisfaction.

Each month we will be discussing all things related to seniors, their families and caregivers. In this segment, Laura Rotter, Financial Analyst and Certified Financial Planner, will be talking to us about how to plan financially before a move to Assisted Living.

I so enjoyed talking with Roshni Baronia on her Ace The Sales Podcast. We discussed how I built a financial life planning business, centered on helping professional women who are experiencing change use money as a tool to move forward with purpose.

Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. Well, times have changed!

Today’s guest, Laura Rotter, spent years working on Wall Street. One day, she woke up and realized that she was using her life to make money. Now, she uses money to make her life while helping others do the same. Laura is the founder of True Abundance Advisors, a financial life-planning firm focused on helping mid-life professionals transition into new careers and opportunities. She strives to give her clients financial stability and satisfaction in their lives.

There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.