Harry Lawrence, Founder
My name is Harry Lawrence, the owner and founder of UpFront Financial Planning, LLC. As a practicing Physician Associate I have always gained personal satisfaction from helping others, and helping people reach their financial goals is no exception. I believe financial health is all too often overlooked in our culture and hope to change that.
I believe that financial health and security often influences our whole health: physical, mental and social. It is in this spirit that I approach finances. As a healthcare provider, I excel at hearing individual concerns and inventorying their needs and goals. With this in mind, I help formulate a care plan customized to their health. I find the parallels of this skillset to listening to your financial goals and plans to have a familiar format. You voice your specific needs, goals and concerns - then I offer a planned pathway to meet your goals. Then we collaborate, revisit and revise as your financial health needs evolve and mature.