After the death of a spouse, it’s crucial to work with a financial planner who knows you and has your goals in mind. Laura Kuntz, CPA/PFS, MBT, talks about why she works with widows and widowers. She gives key points to think about in choosing a financial planner during this challenging time.
Laura, the founder of LWP, is a Senior Wealth Manager, Chief Investment Officer and Shareholder. She has a master’s degree in tax and is an excellent listener. While she is a sophisticated financial planner with experience in complex issues, her priority is ensuring a financial plan works for people.
