Rachel  Lawrence,  CFP<sup>&reg;</sup> - Financial Advisor

Rachel Lawrence, CFP®

Founder & Financial Planner

Reverie Wealth

3 Broad St
Rochester, NH 03867-3409

Reverie Wealth

One Washington St, Suite 4162
Dover, NH 03820
FINANCIAL ADVISOR'S WEBSITE
(207) 370-9015

General

Rachel Lawrence is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Reverie Wealth in Rochester, NH and the surrounding communities.

Financial Advisor Overview

Reverie Wealth can help you build a future you love. Get help with making money make sense for you. We’ll look at your specific goals, habits, and values to help you move your dreams from reverie to reality. You can rest easier knowing it’s all done with the lens of moving towards a more just and cared-for world. It's financial planning for those who want to make the world a better place. We work with progressive women and couples in the middle of their careers to balance priorities like income, family, travel, investing, and community - all while aligning with their values and making a positive difference in the world. They’re collaborative and curious people who want help making informed financial decisions as they navigate challenges.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Startup, Retirement, Life Planning, Starting a Family, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources