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Laurie Kane Burkhardt, CFP®

Modera Wealth Management

535 Boylston Street
Suite 300
Boston, MA 02116
Phone: (617) 247-0518

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.