Our Story

Lifespan was founded when Laura Walsh was working in her previous career as a counselor and noticed that many of the solutions to clients' problems were tied to finances. After trying for many years to find a qualified partner to refer clients to, she noted that many financial professionals were more interested in selling products and investments – not taking the direct route to try and bring resolution to financial issues.

Laura decided the best way she could help her clients through the financial planning process was to get personally involved and become a CERTIFIED FINANCIAL PLANNER™.

Laura sought out to not only help her clients, but anyone who was experiencing stress and complexity with finances. Her personal approach tackles core issues as part of the planning process and clients get to experience changes as a result.

What We Do For You

We create strategies that are tailored to your needs and goals.

Learn more

About Lifespan

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Services

Take the mystery out of investing and preserving wealth.

Learn more

Client Centered

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

Passion for Excellence

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.