For more than two decades, Shira Ridge Wealth Management founder Laurie Nardone, CFP®, has relied on Moneytree’s trusted financial planning software to deliver precision, transparency, and confidence in every client conversation.
Background: Starting from the ground up
Early in her career, Laurie noticed a recurring pattern — she often had the opportunity to work with other advisors when meeting with their clients. “I realized how much I enjoyed talking to clients about their goals and their futures,” she said. That realization inspired her to take a leap and start her own firm, Shira Ridge Wealth Management.
Almost 20 years later, Laurie’s independent approach continues to shape how she serves clients with clarity, confidence, and a deep respect for the details that drive each plan.
Why Moneytree: Finding a platform that could keep up
When starting her firm, Laurie began searching for a planning platform that could bring greater organization and consistency to her firm’s growing client base. At the time, most financial plans were still being built manually in spreadsheets, a time-consuming, error-prone process.
When she discovered Moneytree, she found a tool that transformed the way she worked.
“Before Moneytree, everything was scattered,” Laurie said. “It brought everything into a more digital, organized landscape.” The shift allowed her to move beyond managing numbers and focus more on guiding clients toward meaningful outcomes.
Over the years, Laurie has explored other options, but none has matched the reliability or responsiveness she’s experienced with Moneytree. “No one rivals Moneytree’s service and responsiveness,” she said.
That trust has kept her loyal for nearly 20 years. For Laurie, it’s not just about software, it’s about knowing she has a partner that supports her work and stands behind every calculation.
Favorite feature: Planning with precision and flexibility
Laurie especially values the control Moneytree gives her over every input.
“I like having all the control over what goes into the plan,” she explained. “It lets me make adjustments that truly reflect each client’s situation.”
From Roth IRA conversions and charitable giving strategies to unique what-if scenarios, Moneytree’s flexibility helps Laurie model personalized outcomes with precision. It’s this balance of detail and adaptability that keeps her planning process both efficient and tailored.
Client impact and the importance of transparency that builds trust
Laurie believes that while some clients appreciate simplified visuals, others want to see exactly how the numbers come together. With Moneytree, she can do both.
“Some people prefer the oversimplified tools,” she said. “But I like that Moneytree lets me get into the weeds when I need to. For clients who want to understand how we got every number, I can show them.”
That transparency, she believes, is central to building lasting trust. The ability to demonstrate how each decision impacts the plan strengthens client confidence and engagement during every meeting.
Looking ahead: Data integrity and room for growth
For Laurie, the future of financial planning depends on accuracy and trust — and that’s where Moneytree stands apart. “Moneytree helps me look into the future in a way that I trust,” she said. “Its data integrity is unmatched.”
As technology continues to reshape the advisory industry, Laurie sees that dependability as critical. Tools that deliver both transparency and precision, she believes, will define the next era of financial advising.
Looking ahead, Laurie hopes more firms and broker-dealers will discover what she’s known for years: Moneytree is built for advisors who value both clarity and control.
“If Moneytree became more of a household name,” she said, “it could really have a significant impact on the industry.”
After nearly two decades with the platform, Laurie’s confidence in Moneytree is stronger than ever — proof that when advisors can trust their technology, their clients can trust their plans.
