Get the support you need to lighten your financial load with Daily Money Management and Financial Coaching services.
Want to see if we're a fit?We understand that managing finances can sometimes be overwhelming, especially for seniors and adults with special needs. That's why we offer compassionate and trustworthy Daily Money Management services with a personal touch. We are here to take care of your finances so you can fully enjoy life's precious moments, knowing that your money matters are in reliable hands.
With a genuine smile and understanding, we'll help you navigate your financial journey, making it as effortless as possible.
From thwarting scammers to document organization and bill payment (plus all the tasks in-between), we'll work closely together to ensure your financial well-being is safeguarded.
Our mission is to make your life easier by taking away the stress of managing your finances. We want you to focus on living your best life while we guide you with care and empathy. Your peace of mind is paramount to us, and we are committed to making money management a compassionate, easy, and truly positive experience.
The Witty Way is not just a process. It's a mindset that infuses your financial world with clarity, simplicity, and a heavy dose of fun.
Simply put, The Witty Way is where your goals, needs, and finances meet- a tailored approach to creating a system that works for you.
"Laura is an AWESOME financial coach who single-handedly transformed my personal finances in three short months. Laura's approach is professional, non-judgmental, and thorough. Thanks Laura!"
We start with frequent meetings during the first 30-90 days to understand your finances, then we shift to maintenance mode where we check in as often as you need, whether that's monthly or quarterly.
Onboarding is billed hourly while getting established with ongoing support via monthly packages
"Laura is incredibly kind, highly knowledgeable, and a very supportive financial coach. She provides valuable, life-long tools on how to structure your finances in realistic ways based on your specific goals and lifestyle. I really enjoyed my time with her and feel way more confident in my ability to navigate the very complex world of finances! Very grateful for Laura's services and highly recommend to anyone needing support, direction, and accountability surrounding your financial health & well-being."
Ever wish you had a financial wing woman? Enter your daily money manager. We handle all the tedious financial tasks that you'd rather avoid, like paying bills, managing your bank accounts, and keeping those pesky creditors at bay.
Check out this article from American Association of Daily Money Mangers for more information.
Your financial info is like your secret diary – private and personal. That's why we treat it with the utmost care, like we'd want someone to treat ours. Plus, I'm an Accredited Financial Counselor (AFC®) with a clean background check on file with both the state of Idaho as a court ordered Conservator as well as AADMM (American Association of Daily Money Mangers) and am insured as a Fiduciary. I also have a rock-solid reputation for honesty and discretion, if you have any questions or concerns I'm happy to answer them!
Think of it in fine dining terms: A financial advisor is like your server, recommending the best dishes (investments), but you're the one who ultimately decides what to order.
A financial coach is more like a kitchen-savvy friend who teaches you how to cook (manage your finances) so you can whip up a feast on your own.
On the other hand, your Daily Money Manager is like the executive chef and food taster rolled into one—we explore the best way to do something and then we make sure the details are handled so you can confidently enjoy your food.
For financial coaching and Daily Money Management, the first few meetings are like dates in a new relationship, minus the awkward small talk and all the damn swiping. We'll get to know each other, delve into your financial situation, and talk about your goals and dreams. It's a judgment-free zone where we lay everything on the table.
Like any good relationship, communication is key. In the beginning, we'll chat often to get everything in order. Once we're cruising, the frequency depends on your needs—it could be monthly, quarterly, or whenever you feel like a financial heart-to-heart.
If life throws you a financial curveball (hello, unexpected inheritance or surprise layoff), we're here to help you navigate it. We'll adapt your financial plan faster than you can say "Holy sh*t! What am I going to do?"
Your financial info is locked up tighter than Fort Knox with a password locker of your choosing to ensure your data is safe.
Absolutely! If you decide you're ready to fly solo, we'll cheer you on. Our goal is to empower you to manage your finances with confidence.
Our services are as unique as you are, so the cost varies depending on your needs. But don't worry, we'll discuss all the details upfront, no hidden fees or surprise charges here.
While I'm not an investment advisor, I can definitely help you get your finances in order so you're ready to chat with one. Think of me as the one who helps you tidy up before the party.
It's never too late to learn how to adult! We can absolutely work together to come up with a plan. It might take some time and a lot of work, but we can get you back on track.
