Laurie's insights appear to have netted me $100k more in my amicable divorce settlement as we head into mediation drafting. Laurie also helped check our spreadsheets for typos etc. The attorney who initially recommended Laurie had said that Laurie caught things for others that other professionals had missed. Laurie made very efficient and strategic use of our time together. Her insights were tremendously valuable. read more

My girlfriend gave me a book by Laurie Itkin when she heard that I was about to go through a divorce. The book had been sitting on my desk for a while, then in one week's time I had two separate female friends tell me the story of their divorce and how the wife just wanted peace and to not deal with the money and left it to the husband allowing him to direct and narrate the financial outcome. To be honest, that's what I wanted to do... I wanted to trust that my husband would be fair and equitable because of all the years we have been together and that I was the mother to our child. Naive thinking. Many years later they regretted not facing their fears and being proactive about their finances during the divorce. This lack of financial pro-activity hit them deeply when they reached their fifties and sixties. They both had to rely on their kids to help them financially, meanwhile their ex-husbands were living quite comfortably. The adult children also grew resentful and disappointed in their mom not only because she was forced to rely on them for financial help but because she she did not advocate for more equitable outcome. These two ladies admitted this was a mistake due to fear and inaction and warned me to not do the same thing. I contacted her during mediation. Although I did not read her book, I picked it up, called her directly and we set up a time to discuss my situation. She was immensely helpful and I felt I had a savvy, credible, and very attentive advocate. She was with me all the way through the divorce. She even gave me options for vetted attorneys / mediators that she has personally worked with when the first mediator turned out to be incompetent. The 2nd mediator that I worked with was the right one for both my ex-husband and I. In my opinion, her hourly rate was an incredible value and I never questioned it because I knew that she was getting my mind wrapped around what needed to happen financially. I was being educated and empowered at the same time so that I didn't make the mistake that the other moms did. We received all sorts of bills from specialists during the mediation... her rate... I hate to say this... but it was on the low side of all the specialists. So if you are able to get her availability I would do it. I don't know what she charges now, but regardless, you are in very capable hands. It's annoying to switch advisors after you discover they suck. You won't have to do that with her. I am deeply grateful that she was able to guide me during one of the hardest times of my life. I have recommended a friend to her... and she is happy as well. Bookmark this lady. You will need her. read more

My fiance and I met with Laurie Itkin via Zoom to verify we were on the right track financially to buy a home, welcome a baby, and determine how to invest for retirement. She reviewed our accounts, listened to our priorities, and gave us valuable tips. Laurie really earned our trust as she really put our needs and goals first. Thank you so much Laurie. read more

I couldn't go another day without sitting down to express my gratitude and appreciation of Laurie. She has been my financial advisor for several years now. She includes me in decisions, is patient with a subject that is not my area of expertise but important to me. And no matter how busy she is, I never feel rushed or dismissed. This transparency and collaboration has reinforced my trust in her over time. Recently, she reached out to advise me to make a financial move that would ultimately take money out of her pocket but would save me money. This is yet another example of why I appreciate and trust her. I am so grateful for her level of commitment and integrity. Thank you Laurie. read more

I found Laurie through the Worthy network and she has been an invaluable asset in me going through my divorce. Laurie is incredibly competent, professional, responsive - and most importantly - she truly cares. Besides providing me with sound financial advice & analysis and helping me figure out my financial & investing strategy, Laurie has put me in touch with top professionals in several other fields and I'm just so grateful to her for this! read more

My wife and I began working with Laurie last summer which was one of the great first steps we took in our new marriage. First we joined Laurie for a Skype call where she mainly listened to our goals and asked probing questions about our financial habits all the while demonstrating her sharp financial acumen. She prepared a detailed report based upon what we discussed and since then has set us up for a smartly defined plan to save and reallocate our funds. Laurie is someone you can easily trust, learn from, and admire. She is quick to respond, and most importantly, thoughtful and analytical in her approach. This is part of the reason she is a frequent guest on the local news. She is especially skilled at breaking down difficult concepts and making them easy to understand. Highly recommend contacting Laurie! read more

So worth it to sit down with Laurie and go over what I should do with RSUs and other windfalls. I did not come from a financially savvy family and even if you do, meet with her and go over goals and your current situation. I feel so much better about my financial choices. read more

I am a Family Law Collaborative Attorney and Mediator and finances are always a challenging topic for divorcing couples to discuss. I have been fortunate to attend presentations Laurie has given for Southern California Mediation Association and work with her on some of my cases. She is super smart and knowledgeable and able to present financial data to the clients in understandable terms. Laurie has been a real asset and I hope to continue working with her in the future. read more

I met Laurie for a one-on-one session to learn some of the basic of options trading. I am an amateur investor, and trade mostly tech stocks based on doing my own research. She taught me how to write covered calls and sell puts, and it was really helpful to meet with her. She gave me a lot of tips on what she would do, and things that she looks for when buying and selling options. I had a great time meeting with Laurie and felt like some concepts finally clicked for me. I am looking forward to doing a follow-up session with her in a few months, once I've had a chance to try selling calls and puts on my own. read more

Laurie was a godsend for me! I am in my second year of working through a divorce and needed some immediate financial guidance. My lawyer recommended I reach out to Laurie, and that same day she was able to book an appointment for me (it helps that Zoom is the norm these days)! She spoke candidly with me and gave me all of the advice I needed to move forward. I would recommend her to anyone seeking financial guidance, particularly going through a divorce. Laurie is amazing! read more

Just finished attending a presentation by Laurie and she has such a great way of presenting very helpful, actionable information in a concise fashion. This has been my consistent experience with attending multiple events where she has presented so if she's speaking it's a must attend event! read more

Laurie was an incredible resource and help to me in the course of my divorce process. She asks all the right questions and provided support and financial guidance throughout a very difficult process of ending a 31 year marriage and all the financial and emotional issues that entails She is exceptionally responsive and really cares about her clients. She is diplomatic and ethical and was able to represent both my ex-husband and me (2 lawyers) through the mediation process with exceptional professionalism and diplomacy. Highly recommend to anyone before filing for or even considering divorce, as the vast majority of issues in a divorce are financially-based. read more

Laurie has been advising me for several years. She is very smart and responsive. She is good at explaining different investing options and really tailors her advice to her clients. She is also very caring and has been helpful many times. I would recommend her hands down to all of my friends. read more

Laurie is highly knowledgeable and willing to do whatever it takes to support her clients. She asks the questions needed to help position your investments is the strongest way possible. She's highly responsive, highly professional and will help guide decisions when needed. I highly recommend speaking with Laurie if you are wanting a second opinion, thinking of making a move or investing for the first time. read more

Laurie is a tremendous source of knowledge and insight into a multitude of financial situations, while also being kind and compassionate along the way. My situation is probably more common than most know; almost at retirement age with no previous guidance and very few resources. Based on life's curve-balls, and various bad decisions in the past, I needed some real down to earth guidance, opinions and options. That is exactly what Laurie did for me. Within the first ten minutes, she found a mistake in my taxes that will increase my refund this year. She went over all my financial information in detail, and basically made me feel that I do have some control over this at this point, along with good options to maximize the resources I do have. I will definitely turn to Laurie for help and guidance in making these difficult decisions in the future. read more

Laurie spoke to us at a WITI (Women in Technology International) luncheon. She is very knowledgeable and gave an overview of how to transition from your current state to a desired state (single to married, working to retired or how to start off saving for your retirement). The audience found her knowledgeable, personable and extremely helpful creating win win solutions for both sides (if there are two parties involved). Ms. Itkin has the ability to see it from the clients' point of view and responded to inquiries with her vast experience and knowledge. Her newsletters are an additional resource to everyone as she extended her assistance to the audience! read more

I am very thankful for the valuable assistance provided by Laurie. She has been a huge support- very timely and responsive, thorough in analysis, and an educator. Also, very encouraging and supportive through negotiations. I would highly recommend. read more

Don't hesitate to contact Laurie. With the vast amount of information on the internet, sometimes it's difficult to know where to start. I always had good intentions about saving, investing, and preparing for future financial endeavors but inevitably would refrain because I was afraid of making a costly mistake. I was lucky enough to find Laurie via Yelp and I'm so grateful to her. We had an informative consultation and a very productive 90 minute meeting where she reviewed my finances and gave me a game plan that I could execute on my own. She was amenable to weekend and Skype meetings. She was extremely knowledgeable but provided information in a way that was easy for a novice to understand. Thanks to Laurie, I'm already looking forward to achieving my 2019 financial goals. Call Laurie for a free consultation. I hope she can help you as much as she helped me. Thank you Laurie! read more