Julie Lawrence, CFP®

Lawrence Financial Planning
Lutz, Florida
www.LawrenceFinancialPlanning.com

Julie Lawrence bio

7 Secrets of Financial Independence

Your Money Personality

5 Fundamentals of Fiscal Fitness

Financial Planning for Life
A review of debt, saving and investing, home ownership and protecting your assets.

Planning for a Prosperous Retirement ---for Women Only
Challenges for women as they near retirement including Social Security, pension, and investments discussion

Couples and Money
A discussion of gender gaps, stress in relationships caused by money and money beliefs

Estate Planning – What it is and who needs it
Discussion of estate planning tools, what composes your estate, pitfalls and drawbacks

Women Entrepreneurs
What to track when you are self-employed, taking an active role in your finances, general investing questions, and retirement planning.

Dollars & Sense for Everyday Life
Setting goals and sticking to spending plans

Using your 401(k) Plan for Retirement
Basics about 401(k), benefits, choosing investments and retirement.