Laurie Laner (CFP®)

Laurie Laner focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Financial Designs works with clients as their trusted partner for creating more of life’s peaks and smoothing out the valleys.  We collaborate with each client to design and actualize your best life.

The majority of our clients are experiencing a major life event such retirement, divorce, death of a family member, or job change.  We specialize in retirement, investment, taxes, estate planning, and executive compensation programs.

By starting with your authentic goals, we design a personalized plan to help to get you there. Our job is to understand what success looks like on your terms. It is about more than a number in an account. It is about having the stability and resources to live the life—and leave the legacy—you really want. Our comprehensive, meticulously planned approach transforms lives. And if things change, we will evolve the plan along with your life.

Additional Information

Laurie is the innovator, founder, and president of Financial Designs. Always working in a client-centered environment, she started her practice at a large independent financial planning firm in 1988 and established Financial Designs in 1992, the same year she achieved her Certified Financial Planner® designation.

As an award winning firm, she and her team pride themselves on providing clients with the security of knowing that their finances are handled so that they can lead their best life. Through the years, Laurie has become a specialist in the retirement transition process, widows adjusting to their new reality, and most any life transition. Her clients have benefited from her expertise in executive benefits as well as providing guidance based on a more compassionate, holistic, finances-demystified methodology.

Laurie became the first Certified Financial Transitionist® in the Twin Cities metropolitan area in 2016. This certification has provided the natural evolution to more advanced expertise in guiding individuals through significant transitions or any life changing-event.

As a sought-after speaker and columnist, Laurie is recognized as a financial expert.

 

NAPFA Start Date

June 23, 2009

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This Office

5401 Gamble Dr Ste 107 Minneapolis, MN 55416-1552 Phone: (952) 843-0300 Fax: (952) 843-0302