Financial Planning: Finding Inclusive & LGBT-Friendly Advisors (Episode 9) #CreditChatLive
In this episode of #CreditChat Live, we chat with Laura LaTourette, CFP® and Founder of Family Wealth Management Group, as she shares her journey to becoming an LGBTQ+ community-focused financial advisor. Laura gives us valuable insights from her experiences working with her clients, emphasizing the importance of seeking inclusive financial advisors. Laura also highlights the significance of representation, getting involved in local communities, and living authentically. Don’t miss her profound advice and unique story, including her life on a farm with llamas!
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#CreditChat Live is a podcast series hosted by Experian, featuring expert insights on a variety of financial topics, from credit scores to debt management. Join co-hosts Destiny White and Christina Roman for enlightening discussions aimed at empowering you to achieve financial success. Join us in our evolution from the decade-long #CreditChat on X, hosted every Wednesday at 3 p.m. ET. Follow @Experian on X, @Experian.us on Instagram, and @ExperianNews on Facebook & TikTok for updates!
Check out the full video episode here!
About Laura LaTourette
As a self-made entrepreneur, Laura J. LaTourette, CFP® (she/her) has built her career in financial services on her own terms. She has learned to repeatedly channel her strength and independence to achieve her goals in life. It is this same spirit of independence that Laura seeks to bring out in her clients, encouraging them to develop a clear understanding of their gifts, to conquer their fears, to dream big, and to live fully.
Upon entering the financial services industry, Laura recognized that reviewing a client’s investments or insurance needs alone presented only a partial picture. She envisioned a more comprehensive approach based on the client’s entire life plan. This would require education and years of experience – which Laura was determined to earn. She pursued and successfully completed the rigorous program required for the Certified Financial Planner™ designation, while nurturing her skills in estate planning and tax reduction strategies in 2004.
In 1998, Laura launched her own firm to focus on fee-based financial life planning and wealth management. Assisted by her capable team , Laura runs the Family Wealth Management Group, a thriving independent practice in Dahlonega, Georgia. FWMG serves pre-retirees and retirees with fee-based financial planning, as well as wealth accumulation, income distribution, and wealth transfer strategies.
Since the beginning, Laura has developed very close relationships with her clients. Her philosophy is to get to know the whole person—their relationship with money, experiences & background, responsibilities, and dreams. Using this information as a foundation, she works to create highly customized financial plans. Laura is particularly passionate about working with clients on charitable giving and legacy planning.
She has served in many leadership roles in the industry and her community – bringing her natural drive and energy to local organizations, including community service and civic groups such as the battered women’s shelter, chamber of commerce, women’s organizations, Rotary International, Holly Theatre, and NGCSU advisory committee. Laura is deeply committed to elevating inclusion, belonging, diversity, equity, and accessibility (IBDEA) priorities in the financial services industry; she currently serves as a CFP Board Ambassador, a SAGE Ambassador, and a Pride Planners Knowledge Circles Host, where she guides colleagues on their journeys from allies to advocates.
Laura takes her own advice to dream big and live fully. She lives with her family on a small farm in the Appalachian foothills, where she is able to indulge her love of the outdoors, especially gardening, hiking, kayaking, and tending to an array of animals including llamas. She believes the future belongs to those who believe in the beauty of their dreams.