Rachel Lawrence (CFP®, MSFP)

Rachel Lawrence focuses in the
following client markets or areas of practice:

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Middle Income Client Needs

Millennials

Women's Financial Planning Issues

Planning Specialties

Reverie Wealth specialties include: setting and prioritizing financial goals; Budgets that work for real people; Paying off (& staying out of) debt; Planning for retirement or financial freedom; Buying a home; Taking or returning from career breaks (family leave, sabbaticals, etc.); College funding; Investing, including ESG and SRI; Employer benefits & equity compensation (RSUs, stock options, ESPPs, etc.); Integrating many types of coaching, including career, nutrition, life, executive functioning, and more; Starting or growing a family; Life, disability, and long-term care insurance; Freelancers and small business owners; Healthcare professionals, including travel nurses and PCPs; Public service employees with pensions; Tech company or startup employees; LGBTQIA+ community; Current military or veterans; and Women navigating post-divorce life

Additional Information

I've known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University.

In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most - in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice.

These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body's intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all!

When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Parks & Rec, skiing or surfing with my partner and kids, traveling the world on a budget, and fighting the patriarchy.