Start your journey with Laideen & Co.

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Welcome.

You are here because you are ready to get organized, make confident money decisions, and build a stronger financial future for yourself and your family. This short video will walk you through how our team works, what our process looks like, and what you can expect when you partner with Laideen & Co. Financial Group.

In the video, you will learn:

  • How our firm and advisory team support you and your family

  • What happens in your first and second meetings

  • What to bring so you get the most out of your time with us

  • How our cost and fee structure works

  • What you will walk away with - even if you choose not to move forward with us

Take a few minutes to watch, then follow the steps below to get started.

Your Next Step: Complete Your Interactive Intake

Once you have watched the video, your next step is to complete our interactive intake form.

This is a short, guided conversation with our virtual assistant that will:

• Ask you a few key questions about your goals and current financial situation

• Help us to understand what kind of support you are looking for

• Allow us to match you with the advisor on our team who is the best fit for your needs

The intake takes the guesswork out of choosing an advisor — our team will review your responses and thoughtfully match you with the person best equipped to support your goals. Once you complete it, we will follow up with:

  • Our recommended advisor

  • Suggested next steps

  • Details for your complimentary needs-analysis meeting

This is not a test and there are no “perfect” answers. Just be as honest as you can, and we’ll take it from there.

BEGIN YOUR INTAKE PROCESS

Confidential, judgment-free, and focused on you.

Your answers are kept confidential within Laideen & Co. Financial Group and are only used to understand your

financial picture, match you with the right advisor, and prepare for your first conversation. We will never sell

your information or share it outside of our firm except as required to provide our services or by law. Once we’ve

reviewed your intake, a member of our team will follow up by email with your next steps and a booking link.

What to Bring to Your First Meeting

To make the most of your first meeting, it will be helpful if you have:

• A summary of your financial goals

• Your income details

• Balances and interest rates for any outstanding debts (plus minimum payments)

• Balances for your current investments and savings

• An overview of your monthly living expenses

• Details of any life, critical illness, or disability insurance policies

• Pension details from your employer

If you do not have everything, that is completely fine. Bring what you can, and we will work through the rest together.

BEGIN YOUR INTAKE PROCESS

Frequently Asked Questions

  • No. While our firm has a strong focus on supporting women and improving financial literacy for women, we work with all individuals and families who are serious about building and protecting their wealth. Many of our clients come to us as couples, and many are referred by spouses, partners, or colleagues.

  • Yes. We regularly work with couples and families. In fact, it is often helpful to have both partners involved in the conversation so everyone is aligned on goals, priorities, and next steps.

    Whether you come on your own or with your partner, we will make sure the process feels comfortable and collaborative.

  • We do not require a strict minimum amount of assets to start the conversation. Our goal is to help you build a strong financial foundation and grow from where you are today. That said, our comprehensive planning and wealth management services are best suited for individuals and families who are ready to take action and commit to their long-term financial goals.

  • Not necessarily. Laideen leads the firm and sets the planning approach, but you may work with her or with another trusted advisor on our team. We use your intake responses to match you with the advisor who is the best fit for your needs, while still ensuring you receive a personal, tailored experience.

  • No. Your first two meetings with us are completely free of charge. If you decide that you need insurance or investment coverage and want our help putting those solutions in place, that is when we move into a client- advisor relationship, and we are compensated either by the insurance company or through a fee based on assets we manage for you. There is no upfront cost. If you choose not to proceed, you still keep your personalized financial plan blueprint.

  • Most people complete the intake in just a few minutes. It is designed to be simple, conversational, and focused on the key details we need to pair you with the right advisor.

  • Our team reviews your responses and then follows up with:

    • The advisor we recommend for you

    • Suggested next steps

    • Details for your complimentary needs-analysis meeting

Your Privacy & Confidentiality

We know you are sharing sensitive information, and we treat it with care.

All information you share in the intake, in meetings, and through any documents you provide is kept strictly confidential.

Details are used only to understand your needs and to pair you with the right advisor.

For more information, please review our Privacy Policy and Terms of Use.