Lauren Mishra, PhD, CFP®, EA

I work with professionals in medicine, science, and technical fields—driven, capable individuals who are often stretched thin. My clients value a process that’s transparent and grounded in logic. While some advisors find this level of scrutiny challenging, I welcome it.

For analytical minds, true peace of mind comes only when they can see the reasoning behind the methods they rely on—and I’m committed to building that trust through clarity and evidence-based strategies.

I take a hands-on approach that goes beyond traditional financial planning—personally managing the implementation of each client’s plan and handling the details so they can focus on living their lives, not tracking spreadsheets.

My practice is built on long-term relationships rather than short-term transactions, and my clients value both the structure and the peace of mind that comes from having a system that simply works.