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Founded in 1996, Lifespan Financial Strategies is an independent financial consulting firm focused on the special needs of families during all stages of their lives. At Lifespan, we offer a holistic approach to pursuing your financial goals, keeping in mind the best measure of success—your financial confidence.
Whether you need help saving for college or a second home, or you’re facing early retirement or other life changes—divorce, a new job, caring for an elderly parent—we’ll help you come up with a financial plan that’s right for you. You’ll sleep better at night, knowing your own and your loved ones’ current and future needs will be taken care of.
Our president, Laura Walsh, is an experienced CERTIFIED FINANCIAL PLANNER™, CERTIFIED INVESTMENT MANAGEMENT ANALYST ™, college planner, divorce financial analyst, and a licensed mental health counselor. She specializes in working with civil servants such as police officers and firefighters, and in helping divorcing spouses avoid litigation and ensure that their families’ goals remain intact. She is also a skilled tax preparer and adviser.
At Lifespan, our valued clients are part of our extended family. We offer a fee-based approach to financial planning, taking into account your family’s unique needs and drawing on a wide range of products and services to create a financial plan that is powerful and flexible.
Lifespan Financial Strategies—taking care of your family’s financial needs today. Because the rest of your life begins right now.
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