1<!DOCTYPE html> 2<html lang="en" class="no-js"> 3<head> 4<meta charset="utf-8"> 5<meta http-equiv="X-UA-Compatible" content="IE=edge"> 6 7<link rel="shortcut icon" href="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/favicon/SkX0ExIWb-favicon.ico" type="image/x-icon"> 8 9<meta name="viewport" content="width=device-width,initial-scale=1"> 10<meta http-equiv="cleartype" content="on"> 11<meta name="robots" content="noodp"> 12 13<!-- Title & Description --> 14<title>Who I Work With | Financial Planning for Women in Transition â True Abundance Advisors</title> 15<meta name="description" 16content="I work with professional women in their 40s, 50s, and 60s standing at a turning point. See client stories and whether we might be a fit."> 17<!-- Open Graph --> 18<meta property="og:site_name" content="True Abundance Advisors"> 19<meta property="og:title" content="Who I Work With | Financial Planning for Women in Transition "> 20<meta property="og:description" content=""> 21<meta property="og:url" content="https://trueabundanceadvisors.com/who-i-work-with"> 22<meta property="og:type" content="website"> 23 24<meta itemprop="name" content="Who I Work With | Financial Planning for Women in Transition "> 25<meta itemprop="description" content="I work with professional women in their 40s, 50s, and 60s standing at a turning point. See client stories and whether we might be a fit."> 26<meta itemprop="url" content="https://trueabundanceadvisors.com/who-i-work-with"> 27<!-- Twitter Card --> 28<meta name="twitter:card" content="summary_large_image"> 29<meta name="twitter:title" content="Who I Work With | Financial Planning for Women in Transition "> 30<meta name="twitter:description" content=""> 31 32 33<!-- Mobile App Settings --> 34 35<link rel="apple-touch-icon" href="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/favicon/SkX0ExIWb.png"> 36 37<meta name="apple-mobile-web-app-capable" content="yes"> 38<meta name="apple-mobile-web-app-status-bar-style" content="black"> 39<meta name="apple-mobile-web-app-title" content="Who I Work With | Financial Planning for Women in Transition "> 40 41<!-- Prefetch --> 42<link rel="dns-prefetch" href="https://static.twentyoverten.com"> 43 44<style> 45@import 'https://fonts.googleapis.com/css?family=Raleway:600,600i,300,300i,400,400i|Playfair+Display:600,600i,400,400i|Lato:100,100i,300,300i,700,700i|Slabo+13px:000,000i|Poppins:000,000i'; 46</style> 47<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet"> 48<link href="/assets/frameworks/themes/pupil/3.0.0/assets/dist/css/main.css" rel="stylesheet"> 49<link href="/assets/css/custom.css" rel="stylesheet"> 50 51<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet"> 52 53 54<style> 55:root { 56 --color-green: #648171; 57 --color-dark-green: #19342e; 58} 59 60/** "OLD" STUFF - Before Refresh **/ 61#section-blog hr { 62 margin: 1.5rem auto 3rem; 63} 64 65.freemium span#element-0a59e639-1501-43db-9c1a-9f53da31b6ae { 66 color: #527914 !important; 67 background-color: #fff !important; 68} 69 70.PFP-widget.PFPButton.PFPSize1>a { 71 padding: 15px 30px !important; 72 font-family: "Slabo 13px", Helvetica, sans-serif !important; 73 font-weight: 500 !important; 74 font-size: .75em !important; 75 letter-spacing: 2px !important; 76 text-transform: uppercase; 77} 78 79.PFP-widget.PFPButton>a span { 80 padding: 0 !important; 81} 82 83.freemium span#element-0a59e639-1501-43db-9c1a-9f53da31b6ae.PFPButton:hover { 84 background-color: #527914 !important; 85 color: #fff !important; 86} 87.editable .posts-list { 88 background:rgba(255,255,255,.4); 89 border:dashed 2px #aaa; 90} 91/* advisor stream dashboard */ 92.editable #advisor_stream_embed, 93.editable #advisor_stream_signup_embed { 94 position:relative; 95 background:rgba(255,255,255,.4); 96 min-height:200px; 97 width:100%; 98 max-width:800px; 99 margin:1rem auto; 100 border:dashed 2px #aaa; 101 /*display: flex;*/ 102 /* justify-content: center;*/ 103 /* align-items: center;*/ 104 /* flex-wrap:wrap;*/ 105} 106.editable #advisor_stream_embed::before, 107.editable #advisor_stream_signup_embed::before { 108 content:'Advisor Stream feed'; 109 display: block; 110 position: absolute; 111 top: 50%; 112 left: 0; 113 right: 0; 114 text-align: center; 115 -ms-transform: translateY(-100%); 116 transform: translateY(-100%); 117} 118.editable #advisor_stream_signup_embed::before { 119 content:'Advisor Stream signup'; 120} 121.editable #advisor_stream_embed::after, 122.editable #advisor_stream_signup_embed::after {
123 content:'(Your feed will show here when not in edit mode)'; 124 display: block; 125 position: absolute; 126 top: 52%; 127 left: 0; 128 right: 0; 129 text-align: center; 130 font-size: 75%; 131 opacity: 0.7; 132} 133.editable #advisor_stream_signup_embed::after { 134 content:'(Your signup form will show here when not in edit mode)'; 135} 136 137/** NEW STUFF - After Refresh **/ 138 139/***** DESKTOP-SPECIFIC UTILITY STUFF *****/ 140@media (min-width: 821px) { 141 .row.breakout { 142 width: 100vw; 143 position: relative; 144 left: 50%; 145 right: 50%; 146 margin-left: -50vw; 147 margin-right: -50vw; 148 } 149 .overlay-content { 150 position: fixed; 151 top: 50%; 152 left: 50%; 153 transform: translate(-50%, -50%); 154 width: 60%; 155 height: fit-content; 156 max-height: 80%; 157 box-shadow: 0 3px 10px rgba(0,0,0,0.25); 158 overflow-y: auto !important; /* Only show vertical scrollbar when necessary */ 159 } 160 html.overlay-open .content-wrapper { 161 padding-right: 16px; 162 } 163} 164/***** MOBILE-SPECIFIC UTILITY STUFF *****/ 165@media (max-width: 820px) { 166 .row div:not(:last-child) { 167 margin-bottom: 1rem; 168 } 169 170 .form.minimal .form-wrapper { 171 flex-direction: column; 172 } 173} 174 175/***** CUSTOM UTILITY CLASSES *****/ 176.mar-bot-xs { 177 margin-bottom: 1rem !important; 178} 179.mar-bot-sm { 180 margin-bottom: 2rem !important; 181} 182.mar-bot-md { 183 margin-bottom: 4rem !important; 184} 185.mar-bot-lg { 186 margin-bottom: 8rem !important; 187} 188 189.flush-top { 190 margin-top: -4rem; 191} 192@media(max-width: 820px) { 193 .flush-top { 194 margin-top: -2rem; 195 } 196} 197/***** NAVIGATION *****/ 198 199/***** HERO SECTIONS *****/ 200 201/***** STANDARD TEXT ELEMENTS *****/ 202p.hero { 203 font-size: 1.25rem; 204} 205/***** LINKS AND BUTTONS ***/ 206.main-content a::after { 207 display: none; 208} 209.btn.sticky { 210 position: fixed; 211 bottom: 25px; 212 right: 25px; 213} 214 215.social-link { 216 margin: 5px 0 0 0; 217} 218.social-link:not(:last-child) { 219 margin-right: 5px 10px 0 0; 220} 221/***** FORMS *****/ 222.form-item { 223 margin-bottom: 1rem; 224} 225/* UTILITY: Wrap .split-item-wrapper around multiple form-items to make them side by side */ 226@media(min-width: 821px) { 227 .form .split-item-wrapper { 228 display: flex; 229 } 230 .form .split-item-wrapper .form-item { 231 flex: 1 0 0; 232 } 233 .form .split-item-wrapper .form-item:not(:last-child) { 234 margin-right: 1.5rem; 235 } 236} 237 238.form.minimal .form-item:not(:last-child) { 239 margin-right: 1rem; 240} 241 242/***** CALLOUTS & CUSTOM BLOCKS *****/ 243.callout h1, 244.callout h2, 245.callout h3, 246.callout h4, 247.callout p { 248 color: white; 249} 250.callout *:last-child { 251 margin-bottom: 0; 252} 253 254.callout.light::before { 255 background-color: #e0e6e3; 256background-image: url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 80 40' width='80' height='40'%3E%3Cpath fill='%23f0f2f1' fill-opacity='0.1' d='M0 40a19.96 19.96 0 0 1 5.9-14.11 20.17 20.17 0 0 1 19.44-5.2A20 20 0 0 1 20.2 40H0zM65.32.75A20.02 20.02 0 0 1 40.8 25.26 20.02 20.02 0 0 1 65.32.76zM.07 0h20.1l-.08.07A20.02 20.02 0 0 1 .75 5.25 20.08 20.08 0 0 1 .07 0zm1.94 40h2.53l4.26-4.24v-9.78A17.96 17.96 0 0 0 2 40zm5.38 0h9.8a17.98 17.98 0 0 0 6.67-16.42L7.4 40zm3.43-15.42v9.17l11.62-11.59c-3.97-.5-8.08.3-11.62 2.42zm32.86-.78A18 18 0 0 0 63.85 3.63L43.68 23.8zm7.2-19.17v9.15L62.43 2.22c-3.96-.5-8.05.3-11.57 2.4zm-3.49 2.72c-4.1 4.1-5.81 9.69-5.13 15.03l6.61-6.6V6.02c-.51.41-1 .85-1.48 1.33zM17.18 0H7.42L3.64 3.78A18 18 0 0 0 17.18 0zM2.08 0c-.01.8.04 1.58.14 2.37L4.59 0H2.07z'%3E%3C/path%3E%3C/svg%3E"); 257} 258.callout.light * { 259 color: initial; 260} 261 262.callout.whitebkg::before { 263 background-color:#FFFFFF; 264} 265 266.whitebkg h1 { 267 color: #19342e; 268} 269 270.whitebkg p { 271 color: #496445; 272} 273 274.post .post-thumbnail+.post-wrapper { 275 margin-top: 0; 276} 277 278/***** DASHBOARD STYLES *****/ 279.editable .toggle-accordion { 280 pointer-events:none; 281} 282.editable .accordion-content { 283 position:relative; 284 display:block; 285 border: dashed 2px #aaa; 286 margin:1rem auto; 287} 288.editable .accordion-content::before { 289 content: 'Accordion Content'; 290 display: block; 291 position: absolute; 292 bottom: 100%; 293 left: -1px; 294 background: #333; 295 color: white; 296 font-size: 9px; 297 text-transform: uppercase; 298 font-weight: 600; 299 padding: .5em 1em; 300 border-radius: 4px; 301 border-bottom-left-radius: 0; 302 border-bottom-right-radius: 0; 303 opacity:.7; 304} 305 306/*************************************************/ 307/**************** ANIMATE-ON-SCROLL **************/ 308/*************************************************/ 309 310/* Specify any animations you're going to use */ 311@keyframes fadeIn { 312 from { opacity: 0; } 313 to { opacity: 1; } 314} 315@keyframes fadeInUp { 316 from { 317 opacity: 0; 318 transform: translateY(8rem); 319 } 320 to { 321 opacity: 1; 322 transform: translateY(0); 323 } 324} 325@keyframes fadeInDown { 326 from { 327 opacity: 0; 328 transform: translateY(-8rem); 329 } 330 to { 331 opacity: 1; 332 transform: translateY(0); 333 } 334} 335@keyframes fadeInRight { 336 from { 337 opacity: 0; 338 transform: translateX(-8rem); 339 } 340 to { 341 opacity: 1; 342 transform: translateX(0); 343 } 344} 345@keyframes fadeInLeft { 346 from { 347 opacity: 0; 348 transform: translateX(8rem); 349 } 350 to { 351 opacity: 1; 352 transform: translateX(0); 353 } 354} 355.animate { 356 opacity: 0; 357 animation-fill-mode: backwards !important; 358 animation-duration: .75s; 359 animation-timing-function: ease-out; 360} 361 362.editable .animate,
363.animate.in-view { 364 opacity: 1; 365} 366/* Tie the appropriate keyframe animation to elements when they're "in view" */ 367/* .animate.[YOUR-CLASS-NAME].in-view */ 368.animate.fadeIn.in-view { animation-name: fadeIn; } 369.animate.fadeInUp.in-view { animation-name: fadeInUp; } 370.animate.fadeInDown.in-view { animation-name: fadeInDown; } 371.animate.fadeInRight.in-view { animation-name: fadeInRight; } 372.animate.fadeInLeft.in-view { animation-name: fadeInLeft; } 373 374/*************************************************/ 375/***********BEGIN PAGE SPECIFIC STYLES***********/ 376/*************************************************/ 377 378/***** HOME PAGE *****/ 379.home__underline { 380 width: 65%; 381 margin-top: 3rem; 382} 383 384@media(min-width: 820px) { 385 .home__image-content { 386 padding: 2rem 0; 387 } 388} 389 390.home__image-wrapper { 391 position: relative; 392 height: 100%; 393} 394.home__image { 395 position: absolute; 396 height: 100% !important; 397 width: 100%; 398 object-fit: cover; 399 box-shadow: 0 2px 12px rgba(0,0,0,.3); 400} 401 402.home__sprout-container { 403 position: relative; 404} 405.home__sprout { 406 position: absolute; 407 left: 0; 408 bottom: 0; 409 height: calc(100% + 4rem) !important; 410 opacity: .1; 411 z-index: -100; 412 transform: translate(-35%, calc(4rem + 5px)); 413} 414 415@media(min-width: 820px) { 416 .home__question { 417 font-size: 2.25rem; 418 } 419} 420 421.home__little-leaves { 422 width: 2.4rem; 423 margin-bottom: 1rem; 424 /*transform: rotate(15deg);*/ 425 opacity: .6; 426} 427.home__texture-box { 428 background-color: white; 429 padding: 2rem; 430 box-shadow: 0 2px 12px rgba(0,0,0,.12); 431 position: relative; 432} 433.home__texture-box::before, 434.home__image-wrapper::before { 435 content: ''; 436 position: absolute; 437 height: 100%; 438 width: 100%; 439 background-color: var(--color-green); 440 opacity: .15; 441 top: 12px; 442 right: 12px; 443 z-index: -1; 444} 445 446.home__image-wrapper::before { 447 right: unset; 448 top: unset; 449 bottom: 12px; 450 left: 12px; 451} 452/***** TEAM PAGE *****/ 453@media(min-width: 821px) { 454 .bio__left-side { 455 text-align: right; 456 } 457} 458 459.bio__image { 460 margin-bottom: 1rem; 461} 462 463/*slick slider*/ 464.editable .slick-slider > div { 465 position:relative; 466 border:dashed 2px #aaa; 467 border-radius:6px; 468 padding:1rem; 469 margin:.5rem; 470 /*height:100%;*/ 471} 472.editable .slick-slider > div::before { 473 content: 'Slide'; 474 display: block; 475 position: absolute; 476 bottom: 100%; 477 left: -1px; 478 background: #333; 479 color: white; 480 font-size: 9px; 481 text-transform: uppercase; 482 font-weight: 600; 483 padding: .5em 1em; 484 border-radius: 4px; 485 border-bottom-left-radius: 0; 486 border-bottom-right-radius: 0; 487} 488.editable .testimonials-slide > div { 489 position:relative; 490 border:dashed 2px #aaa; 491 border-radius:6px; 492 padding:1rem; 493 margin:.5rem; 494 /*height:100%;*/ 495} 496.editable .testimonials-slide > div::before { 497 content: 'Testimonials'; 498 display: block; 499 position: absolute; 500 bottom: 100%; 501 left: -1px; 502 background: #333; 503 color: white; 504 font-size: 9px; 505 text-transform: uppercase; 506 font-weight: 600; 507 padding: .5em 1em; 508 border-radius: 4px; 509 border-bottom-left-radius: 0; 510 border-bottom-right-radius: 0; 511} 512 513.mt-1 { 514 margin-top: 1em; 515} 516 517.mb-2 { 518 margin-bottom: 2em; 519} 520 521.lorna { 522 background-color: #e0e6e3; 523 background-image: url(data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 80 40' width='80' height='40'%3E%3Cpath fill='%23f0f2f1' fill-opacity='0.1' d='M0 40a19.96 19.96 0 0 1 5.9-14.11 20.17 20.17 0 0 1 19.44-5.2A20 20 0 0 1 20.2 40H0zM65.32.75A20.02 20.02 0 0 1 40.8 25.26 20.02 20.02 0 0 1 65.32.76zM.07 0h20.1l-.08.07A20.02 20.02 0 0 1 .75 5.25 20.08 20.08 0 0 1 .07 0zm1.94 40h2.53l4.26-4.24v-9.78A17.96 17.96 0 0 0 2 40zm5.38 0h9.8a17.98 17.98 0 0 0 6.67-16.42L7.4 40zm3.43-15.42v9.17l11.62-11.59c-3.97-.5-8.08.3-11.62 2.42zm32.86-.78A18 18 0 0 0 63.85 3.63L43.68 23.8zm7.2-19.17v9.15L62.43 2.22c-3.96-.5-8.05.3-11.57 2.4zm-3.49 2.72c-4.1 4.1-5.81 9.69-5.13 15.03l6.61-6.6V6.02c-.51.41-1 .85-1.48 1.33zM17.18 0H7.42L3.64 3.78A18 18 0 0 0 17.18 0zM2.08 0c-.01.8.04 1.58.14 2.37L4.59 0H2.07z'%3E%3C/path%3E%3C/svg%3E); 524 padding: 1em; 525 border-radius: 10px; 526 color: #000000; 527} 528</style> 529 530<!--slick slider--> 531<link rel="stylesheet" type="text/css" href="//cdn.jsdelivr.net/npm/[email protected]/slick/slick.css"/> 532<!-- base theme styles, not required --> 533<link rel="stylesheet" type="text/css" href="//cdn.jsdelivr.net/npm/[email protected]/slick/slick-theme.css"/> 534 535 536</head> 537 538<body class="standard-page who-i-work-with has-bg is-lander"> 539<svg style="position: absolute; width: 0; height: 0; overflow: hidden;" version="1.1" 540xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> 541<defs>
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797<main id="content" class="main-content" data-location="content" data-id="6abaa8bf952be854fb28d57d" data-type="page" role="main"> 798<h2>Something deep inside is calling you to make a change. 799<br> 800<br> 801</h2> 802<div class="row mar-bot-xs"> 803<div class="col-xs-12 col-sm-6"> 804 805<p>The roles that defined you have shifted, or are no longer satisfying. You find yourself motivated less by social striving and competition, and more interested in forging connections and finding meaning.</p> 806 807<p>But you are uncertain. You question whether itâs possible to reinvent yourself while meeting responsibilities and making ends meet. You worry:</p> 808 809<p class="hero accented"><strong>âWhat if I disappoint the people who depend on me?" </strong></p> 810 811<p class="hero accented"><strong>"What if I disappoint myself?â</strong></p> 812</div> 813 814<div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/j4FKrqrdTme0/CopyrightAlexHealyPhoto7444.jpg" alt="Who I Work With White Plains, NY True Abundance Advisors"> 815<!-- <span class="fr-video fr-draggable" contenteditable="false" draggable="true" style="display: block; clear: both; text-align: center;"><iframe width="560" height="315" src="https://www.youtube.com/embed/mdj3Kg2P86A?rel=0&controls=0&showinfo=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe></span> --></div></div> 816<!-- <p class="beige"><span class="s1">After a successful run in your fast paced career, you are ready to pivot and find more fulfillment. Having accumulated assets to help launch a new phase of your life, you want your finances to help you create more freedom and flexibility. Whether you are eager for this new phase or overcome by uncertainty, you want to know your options, the financial implications, and how to take that first step forward. You want to partner with a trusted advisor to help you simplify and organize your financial life and gain clarity and confidence about how to align your finances with what matters most. After all, wouldnât it be amazing if you could wake up each morning, excited about the day ahead of you?</span></p> 817 --> 818<!-- <div class="row"><span class="delete-row"></span> 819 <div class="col-xs-12 col-sm-6"> 820 821 <h2>Column 1</h2> 822 823 <p>Duis minim cupidatat occaecat officia et ut consequat reprehenderit aute sint commodo laboris est anim est commodo duis irure dolore mollit reprehenderit qui.</p> 824 </div> 825 <div class="col-xs-12 col-sm-6"> 826 827 <h2>Column 2</h2> 828 829 <p>Duis minim cupidatat occaecat officia et ut consequat reprehenderit aute sint commodo laboris est anim est commodo duis irure dolore mollit reprehenderit qui.</p> 830 </div> 831</div> --> 832 833<p> 834<a class="btn" href="https://sharingyourinput.com/trueabundance/0ss6ejip/start" rel="noopener noreferrer" target="_blank">Discover Your Path</a> 835<br> 836</p> 837<div class="callout light"> 838 839<div class="row center-xs"> 840<div class="col-xs-12 col-sm-8"> 841<div class="home__sprout-container"> 842 843<h2 class="home__question" style="text-align: center;"><em>What Clients Are Saying</em></h2> 844<div class="slick-slider"> 845<!-- slide 1 --> 846<div> 847 848<div class="lorna"> 849<img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/AODGp-uMz8/leaves-1.svg" alt="leaves" aria-hidden="true" class="home__little-leaves"> 850 851<p style="text-align: justify;">"As a younger woman, my financial goals seemed clear: somehow ensure I could meet my family's ongoing financial needs, while putting away money for college, camp, family vacations... and the hypothetical, far-off, future retirement. When that moment somehow arrived, I needed to confront that my mindset had to change. It was hard to understand that I truly did have more than enough to enjoy a comfortable retirement. It's been very helpful to work with Laura to shift that mindset, and to discuss how to ensure that my money is well cared for, so that I can be too. Some of these conversations would have been harder to have with a man, and I appreciated knowing that Laura shares my values, and it is very easy to discu
851ss hard topics with her."</p> 852 853<p style="text-align: center;"><strong>Elise G., NY</strong></p> 854</div> 855</div> 856<!-- slide 2 --> 857<div> 858 859<div class="lorna"> 860<img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/AODGp-uMz8/leaves-1.svg" alt="leaves" aria-hidden="true" class="home__little-leaves"> 861 862<p style="text-align: justify;">"For many years, I did my best to save money and support causes I cared about, but I wasn't focused on a long-term financial plan. I didn't have a retirement strategy or a clear understanding of what I would need to feel comfortable later in life. I assumed I would work foreverâand perhaps I still willâbut working with Laura gave me the information and perspective I needed to make thoughtful decisions about the future I wanted to create.</p> 863 864<p style="text-align: justify;">For many years, I did my best to save money and support causes I cared about, but I wasn't focused on a long-term financial plan. I didn't have a retirement strategy or a clear understanding of what I would need to feel comfortable later in life. I assumed I would work foreverâand perhaps I still willâbut working with Laura gave me the information and perspective I needed to make thoughtful decisions about the future I wanted to create.</p> 865 866<p style="text-align: justify;">Beyond financial planning, Laura has helped me invest in ways that align with my values. She also connected me with an insurance broker who helped me consolidate my policies and save money. Laura is incredibly knowledgeable, supportive, and thoughtful. It has been a pleasure to work with her, and I am deeply grateful for her guidance. Thanks to Laura, I have never felt more comfortable with my finances or more confident about my financial future."</p> 867 868<p style="text-align: center;"><strong>Kristine S., NY 869 870</strong></p> 871</div> 872</div> 873<!-- slide 3 --> 874<div> 875 876<div class="lorna"> 877<img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/AODGp-uMz8/leaves-1.svg" alt="leaves" aria-hidden="true" class="home__little-leaves"> 878 879<p style="text-align: justify;">"Laura Rotter offers a blend of sound financial counseling with a wealth of financial experience in investing. She plans for a continued relationship as you move through lifeâs challenges. She is responsive to family dynamics and offers sound advice and counsel when called for. Our family highly recommends her services at True Abundance." </p> 880 881<p style="text-align: center;"><strong> Deborah M., Bristol, Ct.</strong></p> 882</div> 883</div> 884 885<!-- slide 4 --> 886<div> 887<div class="lorna"> 888<img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/AODGp-uMz8/leaves-1.svg" alt="leaves" aria-hidden="true" class="home__little-leaves"> 889 890<p style="text-align: justify;">"Several years ago, my husband and I realized that we neither had the expertise nor interest in managing our retirement investments as retirement was approaching. After an extensive search for an impartial financial advisor, we both agreed on Laura Rotter. It was not just her financial expertise that won us over, but her focus on our whole financial life and individual well being. It's the smartest decision we ever made. Not only has she impressively improved our financial situation, but she has guided us through a budgeting process, all insurance needs, getting our estate planning in order, and even helped us find an organizer for our house. Her approach is holistic, and her guidance has been more than generous. She has provided calm during financial storms. More than anything, she has provided us peace of mind, which has been priceless. We highly recommend her!" </p> 891 892<p style="text-align: center;"><strong>Katy K., Tarrytown, NY</strong></p> 893</div> 894</div> 895 896<!-- slide 5 --> 897<div> 898 899<div class="lorna"> 900<img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/AODGp-uMz8/leaves-1.svg" alt="leaves" aria-hidden="true" class="home__little-leaves"> 901 902<p style="text-align: justify;">"Reassuring, Knowledgeable, Accessible. My husband and I have worked with Laura for about seven years. She understands investing in ways we never will and makes it understandable. We follow her guidance because she understands the quality of life we want, as well as the financial numbers. And she makes sure we're on top of taxes and health insurance. She's earned our complete trust." </p> 903 904<p style="text-align: center;"><strong>Andrea F., New York, NY</strong></p> 905</div> 906</div> 907 908 909</div> 910<!-- <h1 class="is-m0">You are ready to shift from the busy routine of your life to find more peace and fulfillment.</h1> --> 911</div></div></div> 912 913<p class="disclaimer" style="text-align: center;">These testimonials were provided by a current client of TAA. The client was not compensated. This testimonial reflects the clientâs individual experience and may not represent all clients. TAA has determined that there are no material conflicts of interest between the firm and the client and has not influenced the statement made by the clients appearing on this website.</p> 914</div> 915 916<h2 class="home__question" style="text-align: center;"><em>Who I Have Helped</em></h2> 917 918<p> 919 920<br> 921</p> 922<div class="row middle-xs"><span class="delete-row"></span> 923<div class="col-xs-12 col-sm-6"> 924 925<h2> 926<div class="fr-img-space-wrap"><span class="fr-img-caption" style="width: 447px;"><span class="fr-img-wrap"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/rCgCelZT7o/Depositphotos_324899424_XL.jpg" alt="Who I Work With White Plains, NY True Abundance Advisors" id="isPasted" style="width: 447px;"><span class="fr-inner"></span></span></span></div> 927<br> 928</h2> 929</div> 930<div class="col-xs-12 col-sm-6"> 931 932<h2>C-Suite Executive rewriting her next chapter</h2> 933 934<p>Sue was in the c-suite of a large multinational bank. Her role was meaningful and gave her great satisfaction, but the long hours and travel were impacting her health and taking her away from family. 935<br> 936<br> She wanted to leave, to slow down, perhaps start her own consulting practice, but wasnât sure if she could afford it. She valued time with her family, which included the ability to fund amazing vacations and other shared experiences. 937<br> 938<br> We worked together to align her money with her values, which helped her decide to leave her employer and start a consulting practice. Fast forward a number of years, and she was hired full time by one of her consulting clients. Now we are revisiting her financial plan, to help her decide when she can retire. 939 940 941</p> 942</div> 943</div> 944<br> 945<div class="row middle-xs"><span class="delete-row"></span> 946<div class="col-xs-12 col-sm-6"> 947 948<h2>Overcoming fear of lifestyle change</h2> 949 950<p>Charlotte & Steve had lived within their means for years. Their frugality, and the fact that they both had pensions, meant that they could retire and live comfortably. 951 952<br> 953<br>Steve was retired when I met him and wanted his wife to retire as well. Charlotte grew up financially insecure, and was too anxious to retire. Despite having more than enough money in the bank she worried every summer that she wouldnât have enough money to get through it. Even though she always did. 954<br> 955<br>Working together, Charlotte began to understand the strength of her financial resources and to find the emotional ability to retire. Understanding her money story was key to helping her feel safe and secure.</p> 956</div> 957<div class="col-xs-12 col-sm-6"> 958 959<h2><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/BEDxHpwXq6/Depositphotos_6361941_XL.jpg" alt="Who I Work With White Plains, NY True Abundance Advisors" id="isPasted"> 960 961</h2> 962</div> 963</div> 964<p> 965 966<br> 967</p> 968<p class="disclaimer" style="text-align: center;">This testimonial was provided by a current client of True Abundance Advisors. The names and pictures used are fictitious. No compensation was provided in exchange for this testimonial, and there are no material conflicts of interest resulting from the relationship between the adviser and the person providing the testimonial. The testimonial reflects the individual client's experience, which may not be representative of the experience of all clients, and there is no guarantee that any client or prospective client will experience a similar level of results or satisfaction. 969</p> 970 971<p> 972 973<br> 974</p> 975<div class="callout light flush-bottom"> 976 977<p>My most successful clients share these character traits:</p> 978<div class="row"> 979<div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/zXLIqjkgaa/options-1.svg" alt="A belief in possibility White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 980 981<p class="hero">A belief in possibility</p> 982</div> 983<div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/VPwip2ulkF/exchange.svg" alt="An ability to embrace change White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 984 985<p class="hero">An ability to embrace change</p> 986</div> 987<div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/Bm1MFKAPsY/directional-sign.svg" alt="Understanding that life is a journey White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 988 989<p class="hero">An understanding that life is a journey</p> 990</div> 991<div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/OrKOn-9prB/plant-1.svg" alt="Lifelong learning and growth White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 992 993<p class="hero">An interest in lifelong learning and growth</p> 994</div></div> 995 996<h3 class="mar-bot-xs" style="text-align: center;">Sound like you?</h3> 997 998<p style="text-align: center;"><a class="btn" href="https://sharingyourinput.com/trueabundance/0ss6ejip/start" rel="noopener noreferrer" target="_blank">Discover Your Path</a></p> 999 1000<!-- <h4 class="mar-bot-xs" style="text-align: center;">â OR â</h4> --> 1001 1002<!-- <p class="mar-bot-xs hero" style="text-align: center;">Subscribe to My Newsletter</p> --> 1003<!-- <div class="row center-xs"> 1004 <div class="col-xs-12 col-sm-8 col-lg-6"> 1005 1006 <p class="mar-bot-xs hero" style="text-align: center;">For Insights on Aligning Your Money with Meaning</p> 1007 1008 <p style="text-align: center;"><a class="btn" href="/subscribe">Subscribe to my newsletter</a></p> 1009 1010 </div></div></div> --> 1011<!-- <div class="callout flush-bottom"> 1012 1013 <p style="text-align: center;"><a class="btn" href="/how-i-can-help">Learn More About My Process</a></p> 1014</div> --> 1015 1016 1017<!-- <h2>Something deep inside is calling you to make a change. 1018 <br> 1019 <br> 1020</h2> 1021<div class="row mar-bot-xs"> 1022 <div class="col-xs-12 col-sm-6"> 1023 1024 <p>The roles that defined you have shifted, or are no longer satisfying. In the past few years, you find yourself motivated less by social striving and competition, and more interested in forging connections and finding meaning.</p> 1025 1026 <p>But you are uncertain. You question whether itâs possible to reinvent yourself while meeting responsibilities and making ends meet. You have been a significant earner, or perhaps the only breadwinner of your family and worry:</p> 1027 1028 <p class="hero accented"><strong>
1028âWhat if I disappoint the people who depend on me?" </strong></p> 1029 1030 <p class="hero accented"><strong>"What if I disappoint myself?â</strong></p> 1031 </div> 1032 1033 <div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/l7AF0lB6GB/CopyrightAlexHealyPhoto57009-2.jpg" alt="Who I Work With White Plains, NY True Abundance Advisors"> 1034 <span class="fr-video fr-draggable" contenteditable="false" draggable="true" style="display: block; clear: both; text-align: center;"><iframe width="560" height="315" src="https://www.youtube.com/embed/mdj3Kg2P86A?rel=0&controls=0&showinfo=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe></span></div></div> 1035<p class="beige"><span class="s1">After a successful run in your fast paced career, you are ready to pivot and find more fulfillment. Having accumulated assets to help launch a new phase of your life, you want your finances to help you create more freedom and flexibility. Whether you are eager for this new phase or overcome by uncertainty, you want to know your options, the financial implications, and how to take that first step forward. You want to partner with a trusted advisor to help you simplify and organize your financial life and gain clarity and confidence about how to align your finances with what matters most. After all, wouldnât it be amazing if you could wake up each morning, excited about the day ahead of you?</span></p> 1036 1037<div class="row"><span class="delete-row"></span> 1038 <div class="col-xs-12 col-sm-6"> 1039 1040 <h2>Column 1</h2> 1041 1042 <p>Duis minim cupidatat occaecat officia et ut consequat reprehenderit aute sint commodo laboris est anim est commodo duis irure dolore mollit reprehenderit qui.</p> 1043 </div> 1044 <div class="col-xs-12 col-sm-6"> 1045 1046 <h2>Column 2</h2> 1047 1048 <p>Duis minim cupidatat occaecat officia et ut consequat reprehenderit aute sint commodo laboris est anim est commodo duis irure dolore mollit reprehenderit qui.</p> 1049 </div> 1050</div> 1051 1052<p> 1053 <br> 1054</p> 1055<div class="callout light flush-bottom"> 1056 1057 <p>You resist letting go of the identity that defined you for so many years, especially when itâs not yet clear what will replace it. You may be overwhelmed by everything you need to consider, and may not even be sure what the right questions are or what decisions you need to make.</p> 1058 1059 <p>Leaving my Wall Street career to found <strong>True Abundance Advisors</strong> was an exciting, and scary, life change. My most successful clients share these character traits that helped me navigate the transition:</p> 1060 <div class="row"> 1061 <div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/zXLIqjkgaa/options-1.svg" alt="A belief in possibility White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 1062 1063 <p class="hero">A belief in possibility</p> 1064 </div> 1065 <div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/VPwip2ulkF/exchange.svg" alt="An ability to embrace change White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 1066 1067 <p class="hero">An ability to embrace change</p> 1068 </div> 1069 <div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/Bm1MFKAPsY/directional-sign.svg" alt="Understanding that life is a journey White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 1070 1071 <p class="hero">An understanding that life is a journey, not a destination</p> 1072 </div> 1073 <div class="col-xs-12 col-sm-6 col-md-3 mar-bot-sm"><img src="https://static.twentyoverten.com/58db2cfe7ddf4369e42b64fb/OrKOn-9prB/plant-1.svg" alt="Lifelong learning and growth White Plains, NY True Abundance Advisors" aria-hidden="true" style="width: 50px; height: 50px; margin: 0px 0px 10px;"> 1074 1075 <p class="hero">An interest in lifelong learning and growth</p> 1076 </div></div> 1077 1078 <h3 class="mar-bot-xs" style="text-align: center;">If This Sounds Like You</h3> 1079 1080 <p style="text-align: center;"><a class="btn" href="/live-life-on-purpose" rel="noopener noreferrer" target="_blank">Download To Break through Your Barriers To Financial Empowerment</a></p> 1081 1082 <h4 class="mar-bot-xs" style="text-align: center;">â OR â</h4> 1083 1084 <p class="mar-bot-xs hero" style="text-align: center;">Subscribe to My Newsletter</p> 1085 <div class="row center-xs"> 1086 <div class="col-xs-12 col-sm-8 col-lg-6"> 1087 <form class="form minimal contact-form" novalidate="novalidate"><span class="delete-contact-form"></span> 1088 <span class="mask-contact-form" contenteditable="false"></span> 1089 <div class="form-wrapper"> 1090 <div class="form-item form-fit"> 1091 <input type="email" aria-label="Email" name="contact[email]" class="form-control" placeholder="Email Address"> 1092 </div> 1093 <div class="form-item"> 1094 <button aria-label="Submit" class="btn contact-submit" data-submit-text="Sending..." type="submit">Join</button> 1095 </div></div> 1096 </form> 1097 </div></div></div> 1098<div class="callout flush-bottom"> 1099 1100 <p style="text-align: center;"><a class="btn" href="/how-i-can-help">Learn More About My Process</a></p> 1101</div> 1102 --> 1103</div> 1104</main> 1105</div> 1106 1107</div> 1108<footer class="footer" role="contentinfo"> 1109<div class="footer-wrapper"> 1110<div class="container"> 1111<div class="footer-content" data-location="footer" data-id="6abaa8bf952be854fb28d57d" data-type="footer"> 1112<p style="text-align: center;"> 1113<a aria-label="facebook" class="social-link fr-deletable" href="https://www.facebook.com/laura.i.rotter" target="_blank"> 1114<svg class="icon"> 1115 <use xlink:href="#icon-facebook"></use> 1116 </svg> 1117</a> 1118<a aria-label="linkedin" class="social-link fr-deletable" href="https://www.linkedin.com/in/laurarotter" target="_blank"> 1119<svg class="icon"> 1120 <use xlink:href="#icon-linkedin"></use> 1121 </svg> 1122</a> 1123<a aria-label="twitter" class="social-link fr-deletable" href="https://twitter.com/Rotters5" target="_blank"> 1124<svg class="icon"> 1125 <use xlink:href="#icon-twitter"></use> 1126 </svg> 1127</a></p> 1128 1129<p class="disclaimer" style="text-align: center;">True Abundance Advisors is an Investment Adviser registered with the Securities and Exchange Commission. 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