Confident money decisions bloom here.
Financial planning that helps you assess your goals, prepare for retirement, and protect your finances. Everybody has goals. We help you reach yours.
Grow beautifully
Bloom Investment is focused entirely on helping you organize, plan, and grow your finances so you can dream with your whole heart, knowing that your financial future is secure.
Our clients typically come to us to work on topics such as financial goals planning, cash flow and debt management, employee benefits optimization, retirement planning, investment management, tax planning, and estate planning.
Whether your dreams include sending your children to college, paying for your daughter’s wedding, or vacationing with your grandchildren, we have financial planning and money management services that are designed to help bring you and your family peace of mind.
A partner in your growth
Lauren Bloom | Financial Planner
Taking control of your financial life can be difficult, especially when navigating life’s challenges.
I’m a CERTIFIED FINANCIAL PLANNER™ professional with nearly three decades of experience helping smart and creative individuals grow their financial confidence.
I’m passionate about listening to the unique needs of my clients and creating custom solutions for each problem, no matter how big or small they may be.
Service as unique as you
Getting comprehensive financial planning from Bloom Investment means that you guide the financial services that we perform for you. After nearly three decades in financial services, financial planner Lauren Bloom, CFP® has the experience to handle your most urgent financial needs and guide your financial life forward.
Confidential
When you speak with me, your financial information is kept in strict confidence. I promise to always respect you by creating a safe space to discuss your sensitive financial and life goals.
Caring
I treat my clients with the highest level of care, not only because it is my sworn duty as a financial planner, but because many of my clients are navigating unique challenges.
Comprehensive
I am a CERTIFIED FINANCIAL PLANNER™ professional with years of experience assisting people in all areas of personal finance. I promise to look at your whole picture so you get complete advice.
Financial help for nearly any need
Financial planning
Money management
Three simple steps to become a client
-
We will meet over a cup of coffee (in person or by phone) to get to learn more about you and your situation.
-
I will review your financial details, and we will meet again to further define your life’s goals.
-
I will show you the best way to implement your financial plan. Over time, we will work together to keep your finances on track so you can live your life with confidence and peace.
