Something deep inside is calling you to make a change.
The roles that defined you have shifted, or are no longer satisfying. You find yourself motivated less by social striving and competition, and more interested in forging connections and finding meaning.
But you are uncertain. You question whether it’s possible to reinvent yourself while meeting responsibilities and making ends meet. You worry:
“What if I disappoint the people who depend on me?"
"What if I disappoint myself?”
What Clients Are Saying
"As a younger woman, my financial goals seemed clear: somehow ensure I could meet my family's ongoing financial needs, while putting away money for college, camp, family vacations... and the hypothetical, far-off, future retirement. When that moment somehow arrived, I needed to confront that my mindset had to change. It was hard to understand that I truly did have more than enough to enjoy a comfortable retirement. It's been very helpful to work with Laura to shift that mindset, and to discuss how to ensure that my money is well cared for, so that I can be too. Some of these conversations would have been harder to have with a man, and I appreciated knowing that Laura shares my values, and it is very easy to discuss hard topics with her."
Elise G., NY
"For many years, I did my best to save money and support causes I cared about, but I wasn't focused on a long-term financial plan. I didn't have a retirement strategy or a clear understanding of what I would need to feel comfortable later in life. I assumed I would work forever—and perhaps I still will—but working with Laura gave me the information and perspective I needed to make thoughtful decisions about the future I wanted to create.
For many years, I did my best to save money and support causes I cared about, but I wasn't focused on a long-term financial plan. I didn't have a retirement strategy or a clear understanding of what I would need to feel comfortable later in life. I assumed I would work forever—and perhaps I still will—but working with Laura gave me the information and perspective I needed to make thoughtful decisions about the future I wanted to create.
Beyond financial planning, Laura has helped me invest in ways that align with my values. She also connected me with an insurance broker who helped me consolidate my policies and save money. Laura is incredibly knowledgeable, supportive, and thoughtful. It has been a pleasure to work with her, and I am deeply grateful for her guidance. Thanks to Laura, I have never felt more comfortable with my finances or more confident about my financial future."
Kristine S., NY
"Laura Rotter offers a blend of sound financial counseling with a wealth of financial experience in investing. She plans for a continued relationship as you move through life’s challenges. She is responsive to family dynamics and offers sound advice and counsel when called for. Our family highly recommends her services at True Abundance."
Deborah M., Bristol, Ct.
"Several years ago, my husband and I realized that we neither had the expertise nor interest in managing our retirement investments as retirement was approaching. After an extensive search for an impartial financial advisor, we both agreed on Laura Rotter. It was not just her financial expertise that won us over, but her focus on our whole financial life and individual well being. It's the smartest decision we ever made. Not only has she impressively improved our financial situation, but she has guided us through a budgeting process, all insurance needs, getting our estate planning in order, and even helped us find an organizer for our house. Her approach is holistic, and her guidance has been more than generous. She has provided calm during financial storms. More than anything, she has provided us peace of mind, which has been priceless. We highly recommend her!"
Katy K., Tarrytown, NY
"Reassuring, Knowledgeable, Accessible. My husband and I have worked with Laura for about seven years. She understands investing in ways we never will and makes it understandable. We follow her guidance because she understands the quality of life we want, as well as the financial numbers. And she makes sure we're on top of taxes and health insurance. She's earned our complete trust."
Andrea F., New York, NY
These testimonials were/were not provided by a current client of TAA. The client was/was not compensated. This testimonial reflects the client’s individual experience and may not represent all clients. TAA has determined that there are no material conflicts of interest between the firm and the client and has not influenced the statement made by the clients appearing on this website.
Who I Have Helped
C-Suite Executive rewriting her next chapter
Sue was in the c-suite of a large multinational bank. Her role was meaningful and gave her great satisfaction, but the long hours and travel were impacting her health and taking her away from family.
She wanted to leave, to slow down, perhaps start her own consulting practice, but wasn’t sure if she could afford it. She valued time with her family, which included the ability to fund amazing vacations and other shared experiences.
We worked together to align her money with her values, which helped her decide to leave her employer and start a consulting practice. Fast forward a number of years, and she was hired full time by one of her consulting clients. Now we are revisiting her financial plan, to help her decide when she can retire.
Overcoming fear of lifestyle change
Charlotte & Steve had lived within their means for years. Their frugality, and the fact that they both had pensions, meant that they could retire and live comfortably.
Steve was retired when I met him and wanted his wife to retire as well. Charlotte grew up financially insecure, and was too anxious to retire. Despite having more than enough money in the bank she worried every summer that she wouldn’t have enough money to get through it. Even though she always did.
Working together, Charlotte began to understand the strength of her financial resources and to find the emotional ability to retire. Understanding her money story was key to helping her feel safe and secure.
My most successful clients share these character traits:
A belief in possibility
An ability to embrace change
An understanding that life is a journey
An interest in lifelong learning and growth