Approachable Financial Planning
Approachable Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Laura Higgins, CFP®, MBA
I provide fee-only financial advice to help you to solve your most pressing issues, ensure that you are on track to achieve your goals, and offer advice to help you manage your investments
Laura Higgins is a Rockport, MA fee-only financial planner. Approachable Financial Planning provides comprehensive and objective financial planning and investment advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura Higgins is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I'm Laura Higgins, I started Approachable Financial Planning because I believe everyone should have access to personalized unbiased financial advice in order to make informed decisions with confidence. My services help you answer your most pressing questions, make sure you are on track to achieve your goals and offer advice for you to manage your own assets. If you have questions about a financial decision or are wondering if you are on track or missing anything, please reach out, I’d love to talk to you!
Learn more by visiting my website: www.approachablefp.com
If you’d like to talk, please don’t hesitate to contact me to set up a complimentary introduction call. This will be a casual call with no commitment required!
Laura Higgins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Approachable Financial Planning Believes:
- Everyone should have access to unbiased financial advice regardless of their income or savings
- Everyone can (and should!) take steps now to make their financial life better
- With some guidance, everyone can make smart financial decisions to achieve their goals
- Investment management doesn’t need to be complicated, time-consuming or expensive
- We can help you achieve your definition of success by simplifying information, prioritizing steps, and answering your most pressing questions
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Retirement Savings
- Cash Flow Planning
- Retirees and Near Retirees
- Novice Investors
- Women Professionals
- Newly Starting Out
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Laura Higgins is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Laura Higgins is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Laura Higgins is a Member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Laura Higgins is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Laura Higgins
14 Pleasant St
Rockport, MA 01966