About Me
Hi! I'm Amy Jo Lauber and I'm a CERTIFIED FINANCIAL PLANNERTM professional and the president of Lauber Financial Planning; my practice that I started in the summer of 2010 after having been in financial services for 17 years.
What I do
I provide professional financial planning, analysis, coaching and advice on a fee-only basis (hourly, project-based, and annual retainer). I specialize in comprehensive planning, using a holistic approach. I've found that this method provides the client with the most encompassing analysis and helps determine if the various pieces of a client's financial life are working together or against one another.
Financial planning involves six steps: (1) establishing the relationship and scope of engagement (2) gathering data (3) analyzing the data (4) creating & presenting recommendations (5) implementing the recommendations and (6) monitoring your plan.
I do not sell any investment or insurance products but, if they are needed to implement your financial plan, I can refer you to professionals who will be able to help you.
Why I do it
I got into the financial services industry in 1993 because (1) I wanted to help people and (2) I'm fascinated by what people do with their money, and why. I'm a student of behavioral finance and neuroeconomics and I study religion and theology as a hobby. I've come to a point in my life that I want to help people align their beliefs, values, and behaviors with their financial goals, resources, and actions.
Who I work with
I work best with people who are comfortable talking about their values, their true goals, as well as their obstacles. The more I know about you, the better and more customized my advice will be, and the more you will ultimately benefit from it.
How you can learn more about me
my website has more information www.lauberfinancialplanning.com and you can read my blog at www.amyjolauber.wordpress.
Better yet, let's grab a cup of coffee and just chat.
