Murphy Financial Planning
At Murphy Financial Planning, we believe financial planning should be accessible to everyone not just the wealthy. Our goal is to help families and individuals with the financial issues they face. We are committed to helping you plan for a brighter financial future.
Whether it is a question about one aspect of your finances or a need for a full financial plan, we are ready to help. As a fee-only advisory firm, we can provide truly objective advice customized to your specific needs. We don’t sell any products or receive any commissions. Instead, we charge by the hour for the financial advice and services you receive in the same manner an attorney or accountant does.
Our Services Include:
- Financial Coaching
- Personal Budgeting
- College Planning
- Retirement Planning
- Investment Review
- Tax Preparation
- Complete Financial Plans
Call today for a free get-acquainted meeting. Together, we’ll make a plan that puts you on the right path – the path to financial security!
Lauree Murphy is the founder and principal of Murphy Financial Planning.
Lauree holds a B.S. in business administration from Merrimack College in North Andover MA, an MBA from Santa Clara University and a Certificate in Personal Financial Planning from University of California, Irvine Extension.
Lauree has completed the CFP® Educational Program and passed the CFP® Board of Standards certification examination in November, 2007. The CFP® certification examination is an intense, two-day exam requiring comprehensive knowledge of insurance, taxes, investing, retirement planning, and estate planning. Lauree is currently working on finishing the experience requirement needed to complete the CFP® requirements.
As an Enrolled Agent (EA), she is qualified to prepare tax returns as well as represent clients in front of the IRS.
Prior to taking up tax and financial planning for individuals as a career, her work background was in accounting, financial planning, budgeting and analysis in the corporate world. Lauree spent over 20 years working in a variety of finance positions in both large and small companies. Along the way, she worked as controller in a couple of startup companies. This experience gave her insight into some of the problems small companies and small business owners face. Most recently, she spent 6 years in the horticulture business as cost accounting manager then operations controller.
Lauree Murphy is a member of the Financial Planning Association, the National Association of Enrolled Agents, and the Garrett Planning Network.
Murphy Financial Planning is a Registered Investment Advisory firm in the state of California.
