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.
In this week’s Work From The Inside Out podcast, learn more about Laura’s journey: Laura works with her clients to get clarity about what money, values, and security mean to them and guides them to decisions that will fit a sustainable financial plan. She helps individuals and couples across the U.S. through an integrated process that emphasizes financial security while also making satisfying life decisions.
“What is the burning issue that prompted you to call me?” That’s the first question I ask people who reach out for financial guidance. Often, they want to know, “How soon can I retire?”