The Options Lady

I will recommend Laurie as with 100% confidence. She is always quick to response, honest, and very dedicated. Not only was she well-experienced and knowledgeable, but also she was respectful and caring. I felt that she truly cared about what is best for me and I am so grateful for that. Thank you, Laurie.

I cannot recommend Laurie highly enough for anyone navigating the financial complexities of divorce. Thanks to her expertise, I was able to work through the challenging financial details with clarity and confidence. Laurie's professionalism, combined with her warmth and compassion, made an incredibly stressful time much more manageable and reassuring. I deeply appreciated her thoughtful advice and steadfast support throughout the process. Working with a Certified Divorce Financial Analyst like Laurie is an

Laurie brings a unique blend of expertise and personability that makes her an invaluable resource. She offered insightful consultative solutions on how my self-employed spouse could strategically reduce taxable income while optimizing retirement savings. Laurie's guidance was clear, practical, and tailored to our specific needs. I highly recommend her for anyone seeking expert financial advice?she is truly exceptional!

It's interesting in marriage how each person takes on a certain role. For me, it was the household stuff while my husband (now ex) took on the management of the finances. Needless to say when we started the divorce process I was completely overwhelmed. Trying to determine all my assets and who owed whom what was completely over my head. Laurie was amazing and took the pressure off of me to tackle this component of the divorce so I could continue to focus on healing. Someone told me that as part of gett

Laurie went above and beyond for me. She knows her stuff, is so detailed and very skilled at explaining financial concepts. Would give her 10 stars if I could.

I worked with Laurie during a difficult time going through my divorce. Laurie patiently led me through coming to an understanding of the complicated issues I was facing with the separation of community property. She was generous with her time, and very sharp with calculations of different scenarios. She was so helpful in laying out my options and what the next steps should be. I would highly recommend her for any financial advice and especially for navigating through a divorce.

If you have questions about how to financially navigate through a divorce you need to talk to Laurie. Her experience and insight were so helpful to me in identifying aspects I'd overlooked, and she offered practical advice on different options I could take. She is professional, personable, and made me feel more confident about next steps. I highly recommend her to anyone.

I was referred to Laurie by our divorce mediator (Amanda Singer), and she did an outstanding job preparing a report - well, a few reports as new awards were granted - outlining what portions of a complex set of stock options and stock grants could be considered community property or separate property in the settlement. I think it says a lot for her reputation and skill that this report was accepted by all parties without revision or debate. And in the process, Laurie was helpful and educational along the

Laurie Itkin helped me stand up for myself and be confident because she educated me so i could take control of our divorve settlement. I was lost during my divorce from a 39 year marriage. Of course, my divorce attorney was knowledgable enough, but I had heard so many stories of women who struggled and at times couldn't pay their bills while their ex-husbands lived financially comfortable. They found out, after signing papers that there were more assets they werent aware of. They trusted their attorney and

Laurie's knowledge, expertise and the results-oriented approach have been a key ingredient to create much needed peace of mind around an emotionally charged separation. Her work helped untangling our attachments and bring clarity, generating a solution that felt right to both of us. Thank you!

Laurie was extremely helpful for us while we navigated some financials for a home equity buyout. We did a lot of research beforehand, but it can be complex and confusing. Laurie helped us confirm a path forward that was fair for both of us, and even refunded half of her retainer since we were able to resolve everything in our first one hour call, which was very much appreciated.

Laurie is a consummate professional and was a pleasure to deal with during this process. Everything is well explained & presented. She is respectful of everyone's comments and opinions and moderates the discussions in a very respectful and professional manner. It was a pleasure to deal with her and I would highly recommend her services

Laurie is a fantastic resource for anyone moving through the complicated process of divorce. She is clear, insightful and shares a ton of resources.

I cannot recommend Laurie Itkin enough for anyone going through the complex and emotional process of a divorce. From the very beginning, Laurie's depth of knowledge as a Certified Divorce Financial Analyst (CDFA) was evident and incredibly reassuring. She provided clear, thoughtful, and strategic financial guidance that was instrumental in securing a fair and equitable financial split. Laurie's professionalism and empathy turned what could have been an overwhelming ordeal into a manageable one, helping me

My ex-wife first got the referral to Laurie when we were discussing an amicable settlement. I was leery at first, not sure if someone brought in from my ex's network could be a fair arbiter for our finances. Laurie turned out to be great. She walked us though what we should expect from a court judgement if we went that route, which allowed us to divide our assets without lawyers, mediators, etc. Her referral to a legal assistant to file the court documents made the process as painless as possible (for a div

I met Laurie through the Worthy network and she has been invaluably helpful in my divorce process. She has helped me devise an investment strategy which works best for me and my goals. She has also put me in touch with top professionals in other fields where I needed advice. Laurie is knowledgeable, helpful, ethical and she's truly passionate about helping her clients. I would HIGHLY recommend Laurie to anyone looking for financial or investment guidance; she's a great asset to have on your team!

Laurie was such a helpful resource to have as I was going through my divorce. I highly recommend her. It was wonderful to have her in my corner. She was highly knowledgeable in the financial aspects of a divorce. I wanted to go into mediation knowing my rights and with her guidance I felt comfortable during my meditation process. Don't hesitate to reach out to her!!

Laurie is simply fantastic, a true example of a powerful woman. She is super knowledgeable about the subject matter, excellent advice, and straight to the point. Don't hesitate. Just call her!

I met Laurie through a co-working network and trusted her immediately. After arranging a meeting with her to sit down with my husband and I, we hired her to manage our stock portfolio, which she handled professionally and profitably. But Laurie also gave us feedback on other numerous financial decisions we were making and recently backed us up in beginning a new franchise. We have found her high in integrity, honesty, fast, efficient service to requests and an overall fabulous wealth of information and feed

Laurie recently presented to a group I am a part of consisting of family law attorneys and mediators. We all were so impressed by Laurie's expertise and professionalism, and will certainly be reaching out to her for her assistance with future matters! I would highly recommend Laurie for any financial issues related to divorce.

I read and greatly appreciated Laurie Itkin?s book, Every Woman Should Know Her Options, and reached out to her after finishing it for a consultation. Laurie suggested a 90 minute video call, during which I logged into my accounts for her review. In a warm yet efficient manner, she examined the fund and management fees, for example, on a previous 401k that I'd lacked the financial literacy to read into myself. It was truly awesome to have someone experienced and relatable translate what was going on in my a

I met with Laurie for advice while I was in divorce mediation with my spouse after attending one of her informative Salad Seminars. She ran various income and expense scenarios on her software and, with her help, I was able to successfully negotiate with my spouse for higher monthly spousal support payments than what was initially offered to me. Not only is Laurie knowledgeable and professional, she's friendly and easy to relate to!?It can be overwhelming trying to make sense of all the financial aspects of

As a divorce coach, I greatly appreciate Laurie's savvy and compassion. My clients who meet with her through our group coaching program, Annie's Group, are assured of getting great feedback and also a sympathetic ear. Her info sessions in Annie's Group classes never fail to receive rave reviews from participants. Many report that she is just the RIGHT push to really get moving on understanding their finances; because Laurie genuinely understand the divorce journey for women. Thank you, Laurie!

I worked with Laurie to help calculate the division of my IRA. I was extremely pleased with the work she did and how quickly she was able to provide the information. She truly cared about the situation, I felt reasurred after going through the process.

Laurie went out of her way to complete a last minute stock analysis on my behalf. She was knowledgeable, professional and very encouraging. With her detailed report, I was able to negotiate additional spousal payment. I would highly recommend her.

Laurie has conducted personal finance workshops for multiple women?s groups at Qualcomm and has been a HUGE hit! From overall financial planning guidance to ensuring you don't get blindsided in a divorce ? her workshop is chock full of valuable information that every professional woman needs to know!! And her delivery is fabulous ? straightforward and funny (no mansplaining!). Below are comments from some of the attendees: ? Such a great session! Laurie is awesome ? what a great energy she has. ? She real

My divorce involved many complex financial entanglements, including RSUs, stock options, and various tax decisions. Laurie explained the nuances of my financial profile and helped me strategize options for negotiation. A good CDFA should provide financial advice AND empowerment. Laurie understands it's not just about the separation of assets - it's about feeling some sense of control during a difficult time. If a CDFA throws fancy words at you and talks over your head, LEAVE! They might sound like they know

Laurie has been so helpful and patient as I navigate the divorce process which is not easy. She helped me and my spouse figure out how to fairly divide a number of retirement and pension accounts which contained both separate and community property. A forensic accountant would have cost at least twice as much. She is not only professional, but personable as well. I am most grateful her for support during this crazy time.

I have been going through an extremely difficult divorce and had significant doubts if my ex-wife and I could come to an agreement. Luckily, the professionals we had were fantastic throughout and really enabled an agreement. The perception out there is negative about everyone associated to divorces; however, Laurie was fantastic. She is proof that there are great people out there who truly want to help and get people into a better place. Laurie worked with me on multiple scenarios and various rounds of bac

Laurie is exactly the kind of person you want in your corner during a divorce: experienced, brilliant, and completely willing to tell you what she thinks you should do. These people are hard to find, and the best part is Laurie could charge A LOT more for her services than she does. Did I mention that she's also incredibly responsive?

I am a family law/divorce mediator and have referred multiple clients to Laurie Itkin. Deciding to divorce your spouse carries lifetime financial consequences. Thus, it's important to familiarize yourself with the financial pitfalls of divorce. Laruie is prudent in her work. She is always available, takes time to listen, is very quick to respond to any concerns, and is extremely knowledgeable and insightful. I highly recommend Laurie as a financial advisor to guide you on asset distribution and short- and

Laurie worked in a data-driven, unbiased way to navigate a very complex review of our estate. I appreciate how transparent Laurie was in the research she did, open questions, assumptions made, and common sense brought to the dialogue.

I came to Laurie Itkin for a second opinion on my family?s investment and retirement accounts. She provided her assessment of the fees, quality of holdings, and allocation of the portfolio without trying to hard-sell us on why we should switch to her as our financial advisor. My mother and I appreciate her honesty and integrity. If we ever decide to change financial advisors, she will be on the top of our list.

Laurie has managed my investments for about Five years . As I have been single since 2000, she always has correct answers, an INCREDIBLE memory !! I'm adding my son to my new Accounts so he can see where my funds are at the same time that I have my reports online . I'm in my 70's and WE are buying my first U.S. Treasury Bonds . Her colleague, Brad, is Wizard ! Coastwise Capital has their eye on the ' ball ' so we all Win . Karen Casey

I met with Laurie as I was going through a long mediation process. I wanted to go into mediation knowing my options and rights. She helped reduce my stress over the situation by running numbers for me over and over with different scenarios. I feel like I entered mediation negotiations with a backpack full of knowledge. I'm pleased with the way things turned out.

My fiance and I met with Laurie Itkin via Zoom to verify we were on the right track financially to buy a home, welcome a baby, and determine how to invest for retirement. She reviewed our accounts, listened to our priorities, and gave us valuable tips.

I hired Laurie basically 'site unseen' on my lawyer's recommendation. I had a very difficult and contentious case going back 7 years, and involving complex Restricted Stock Units and Options grants. Laurie seemed to rearrange her schedule for me, worked till midnight, and give me and my lawyer the support we needed at frequent intervals (she figured out a way to pick up the phone and get us the answers we needed). More amazing, is that she was not only able to preform her own excellent independent analysis,

I highly recommend Laurie! She is an expert with years of experience and plenty of positive energy. Laurie?s website accurately explains what you can expect from her advice and she delivers.

Laurie Itkin produces fair results based on years of knowledge. She is thorough and the same time can simplify things for everyone to understand. She is patient and kind. I recommend Laurie Itkin's work.

Working with Laurie was amazing. She was helpful and professional, and I would definitely recommend working with her for any of your needs around Options and RSUs.

A friend of mine put me in touch with Laurie when I mentioned to her I was getting divorced and was overwhelmed and confused about my settlement. Laurie helped me think about the numbers in a very logical way, and not only gave me invaluable advice as it pertains to my divorce settlement, she is now helping me invest my money and build a strong portfolio. I took her online course - which I keep coming back to for reference - and read her book cover to cover, and am slowly educating myself about the stock

Laurie's advice was a tremendous help with tough decisions during my divorce like options related to selling our house and division of other assets.

I highly recommend Laurie Itkin as an expert in the financial intricacies of a divorce. She is knowledgeable, diligent, and friendly. Her services pay for itself.

Highly recommend Laurie! She helped us consider all options and come up with realistic solutions. Shared lots of information and things to consider.

Very professional and very easy to work with. Laurie knows her stuff and delivers high quality work

Laurie Itkin's help was invaluable in negotiating with my spouse and I learned a lot from her, I will continue to use her services as I move on on my own post divorce for financial advise.

I had used her service a while back, I had been looking for someone who knows what they are doing. I came to her after watching a YouTube video, she knows what she is doing and her response was quick, I forgot to review at the time. Thank you for your service!

Very knowledgeable, direct in communication, amicable and willing to provide clarity and explain stuff, so that you have full understanding. She is super engaging. I highly recommend her.

Incredibly knowledgeable. Made us feel taken care of and well-informed throughout the meeting. Left feeling prepared to take on the world!

The Solana Beach Chamber of Commerce is proud to have The Option Lady as a member and appreciate all they do for the community!

I had a consultation with Laura today and I found her insightful and very easy to follow . Highly recommend