About

Since 1994, Lauren Prince has practiced as a certified financial planner practitioner, or CFP®. A CFP professional is trained in the areas of insurance, estate planning, taxes, retirement planning, budgeting and debt management, and investments. Four specific steps are needed to receive and maintain the credentials of CFP. Lauren is committed to maintaining the highest ethics in serving the public.

 

Why Us?

Lauren Prince helps people make sense of their financial lives. She understands that every client has unique needs. Her role is to help you make smart, well-informed decisions about your financial situation. Smart and rational investment management is a key component in giving you the freedom to live the life you want.


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Our Services

 

Financial Planning

Prince Financial Advisory, LLC offers personalized financial planning for individuals or couples. The financial analysis is customized and not a boilerplate or prepared in the back office. Financial planning can have various meanings for different people. In it's true sense, financial planning is a...
 

Investment Management

Managing investments is not financial planning. For a certified financial planner practitioner, managing and monitoring investments is part of the implementation of the financial plan. Selecting investments is part art and part science. As the CFP® professional, Lauren uses mutual funds and ETFs...

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