Are you ready to take control of your financial situation?

It’s as easy as 1-2-3

1. Fill out the Confidential Client Questionnaire and Risk Questionnaire.

2. Contact Laura to schedule an appointment.

3. Meet with Laura for your complimentary Get Acquainted Meeting.

Laura Scharr-Bykowsky, CFP®
Office: 803.331.3721
Fax: 803.732.2822

Laura is also available for
video conference calls via

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Useful Forms

Please complete the confidential Client Form so that I can understand your unique situation and determine the best way for us to proceed.

The Risk Tolerance Form provides important details about your future dreams, goals, and objectives. It also provides information regarding your attitudes about market risk.  This adds context to our initial meeting.

The Cash Flow Form creates an itemized list of your monthly and annual cash flow items so you have a better understanding of your spending needs.   Ultimately, a spending plan enables you to meet your goals by allocating your available funds in an intentional way.