Josh demonstrated an incredible ability to actively listen to our financial goals and concerns. His attentiveness made us feel truly understood and valued. He went above and beyond to craft a personalized financial plan that addressed both our immediate needs and long-term aspirations. He also was able to setup a new 401k account and assisted us in setting up a family trust to secure our assets.... More

Josh demonstrated an incredible ability to actively listen to our financial goals and concerns. His attentiveness made us feel truly understood and valued. He went above and beyond to craft a personalized financial plan that addressed both our immediate needs and long-term aspirations. He also was able to setup a new 401k account and assisted us in setting up a family trust to secure our assets. He has a lot of resources at his fingertips and is always willing to share information. He consistently checked in with us, promptly addressing any questions or adjustments needed along the way. His transparency and clear communication built a strong sense of trust and reliability. I highly recommend Josh for your CFP needs! Less

We highly recommend Wealth in Yourself! Josh really brings the process to your level, educates and explains things making planning for our future not only easier but exciting ! We’ve seen a significant increase in our financial wealth in just a year and are well on track to meet all our goals! Thanks Josh for all the guidance and advice!

I only wish I would have found this sooner! Only stared about 30 days ago but already have way more organization than before I have a budget, a realistic plan and a way better mindset/relationship with money. Josh is really easy to talk to, super knowledgeable and flexible too. Well worth the money I will definitely be a long term Client!

I scheduled a consultation with Josh to talk about my current financial situation as well as my financial goals for the future. My main questions were about building credit and saving for a car and a house. I also had some questions about paying off a debt and about how my 401K works and some tax questions. Talking about money can be intimidating for me due to my limited knowledge and experience... More

I scheduled a consultation with Josh to talk about my current financial situation as well as my financial goals for the future. My main questions were about building credit and saving for a car and a house. I also had some questions about paying off a debt and about how my 401K works and some tax questions. Talking about money can be intimidating for me due to my limited knowledge and experience. Now that I’m working a job where I’m making more money I felt like it was the right time to get serious about my financial health. After speaking with Josh I no longer feel worried about my finances and have a clear understanding of my next steps. Josh was patient and understanding of my lack of expertise and did not make me feel like any of the questions I had were dumb. In addition to financial advice that was tailored to my specific situation, he helped me understand that I had multiple options and talked me through each one so that I could make an informed decision. Based on the quality experience I had, I will be booking follow up visits with Josh so that I can stay on track with the plan he helped me create so that I can be in a better position financially. I also learned numerous ways I can be saving money that I was not aware of. It feels great to no longer be afraid to look at my bank account or have my uncertainty about my financial future weighing on my shoulders. I would highly recommend seeking financial advice from Wealth in Yourself. Less

“I recently had the pleasure of working with Josh St. Laurent as my Certified Financial Planner, and I couldn’t be happier with the experience. Josh’s expertise and attention to detail were evident from our first meeting. He took the time to understand my financial goals and crafted a comprehensive plan tailored to my needs. Throughout the process, Josh was proactive in communicating updates and ... More

“I recently had the pleasure of working with Josh St. Laurent as my Certified Financial Planner, and I couldn’t be happier with the experience. Josh’s expertise and attention to detail were evident from our first meeting. He took the time to understand my financial goals and crafted a comprehensive plan tailored to my needs. Throughout the process, Josh was proactive in communicating updates and providing valuable insights to help me make informed decisions. His professionalism and dedication to his clients are truly commendable. I highly recommend Josh St. Laurent to anyone in need of financial planning services.” Less

It is so nice to have a financial advisor that I can trust. I love how Josh provides different options for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.