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I have known and worked with Lauren for over 10 years and I trust her completely with any financial questions I have and guiding me to make smart money decisions. She is extraordinary thoughtful with her advice and caters each piece of feedback to each unique client with whom she works. Because Lauren is so diligent in staying current on planning topics she approaches her advice in an easy-to-explain manner that makes personal finance less scary and complicated. Having worked with so many different types of clients over the years Lauren’s approach is open-minded and non-judgmental as she understands life happens and this is why she is always there to help.
- Marni G., Oregon
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"I'm so grateful for Lauren and her help the last few years. I first started working with her to better manage my credit card debt, but over the years she has helped me with planning for retirement, buying and then selling my home, and even coached me on asking for a raise at work. She continues to be my go-to source for all things money related.""
– Amanda G., Texas
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"Lauren Anastasio made family financial planning an easy task to tackle. My wife and I were overwhelmed by merging finances, planning for fertility, and saving for retirement. We met with Lauren and she helped us to make a plan that was easy to understand and that worked for us. I trust her implicitly and will be following her financial wisdom for years to come."
– Jenny R., New Jersey
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"We came to Lauren with a lot of confusion and trepidation about investing, but she explained the basics and helped us filter out the misinformation we'd picked up along the way. We left our session with her feeling much better equipped to build solid foundations."
– Zara Y., Delaware