Lacy Rogers, CFP®, CRC® The Dedicated Dollar

About Lacy Rogers, CFP®, CRC®

At The Dedicated Dollar, I know you want to have control over your money and your future. In order to do that, you need personal, knowledgeable financial guidance to help you reach your goals. The problem is you don’t have the know-how or the time to figure it all out, which makes you feel overwhelmed and vulnerable as you survey the never-ending information on the internet. It’s hard to know who or what to trust, or even how to make information apply to your life and needs. I believe that financial acumen shouldn’t be reserved just for the ultra-wealthy or those with a finance degree. With a dedicated partner in education, everyone can be empowered to feel confident in their decisions and their direction, and that they are truly in charge of their own destiny.

I understand what it’s like to feel like you’re drowning in volumes of information, and to feel like an advisor has different goals from your own. It can make you feel unsure about how to begin, and lose confidence in your direction. I created The Dedicated Dollar to support people like you to achieve the goals that are important just to you. For the past decade, I’ve honed my approach working with other advisors and serving over 1300 clients. I’m deeply passionate about empowering you to feel great about your decisions – not just when we’re working together, but when you move forward on your own, too. Every client has their own story, and therefore every financial plan I create will be customized and unique to your needs and goals. And you can trust that I will always place your needs above my own gain.

Here’s how I work alongside you: 1) Call to schedule an introductory meeting 2) I’ll create your custom plan designed for your life’s dreams 3) We’ll walk together to implement the plan, and we’ll update it along the way as your life evolves.

So reach out today. I can’t wait to get to know you!

Contact this advisor

Ideal Clients

  • Financial Life Planning
  • Gen Y/Millennials
  • Non-Traditional Life Path
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $150+/hr
  • Assets Under Management: 1.00%

SEC Records

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