I am Laura Rotter, CFA, MBA, CFP^™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm located in White Plains, New York with a satellite office in New York City. I help people both locally, as well as across the country.

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.

In addition to my work as a financial life planner, I serve as Treasurer of Impact100 Westchester, am on the Professional Advisory Council of the Westchester Community Foundation, and am a member of the finance committee of the Hebrew Free Burial Association.

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: