CFP®, Certified Financial Transitionist®
Financial Designs, Inc.
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
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. And, as a fee-only, fiduciary, and independent financial advisor, Laurie Laner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Laurie started the business in 1988. From a solo practice, FDI has grown into a thriving financial planning practice, with two full-time staff members and over 50 clients. Laurie is an independent Certified Financial Planner (CFP). She is a specialist in retirement, investment, tax and estate planning. Laurie served as the chairperson, president and board member of the International Association for Financial Planning - Minnesota Chapter from 1992-96. She has also taught as an adjunct professor for the University of Minnesota for the Certified Financial Planner (CFP) designation in retirement and employee benefits.
Laurie is best known as a monthly columnist for Women's Business Minnesota Magazine and a regular guest financial planning expert on WCCO Radio. Named top wealth manager in Minneapolis/St Paul for years 2010, 2011, and 2012 by Minneapolis St Paul Magazine as well as Twin Cities City Business. She just concluded a three-year term as a gubernatorial appointment to the Minnesota Board on Aging.
She is a cum laude graduate of Macalester College, and an avid golfer, runner, cyclist, and gardener.
Laurie Laner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Financial Designs works with our 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Transition planning especially with women
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Laurie Laner is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Laurie Laner 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.
Laurie Laner 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.
Laurie Laner is a member of the Sudden Money® Institute and a Financial Transitionist®
For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.
Contact Laurie Laner
5401 Gamble Drive
Minneapolis, MN 55416