WELCOME!
When You Need Money Advice, Who
Do You Turn To? How About Lori Wilson?
LORI WILSON
YOUR MONEY COACH
I'M SO GLAD YOU'RE HERE!
... because this is all about YOU, YOUR FINANCIAL GOALS, YOUR PEACE OF MIND AND YOUR FUTURE! Whether you’re looking to get a better handle on your day-to-day finances, grow your wealth, or plan for your retirement and long term, you’ve come to the right place. Here’s what you can expect when you work with me:
- CLARITY — We’ll break down what might seem complicated into simple, easy-to-understand steps. You’ll learn what you need to know about your money, without the overwhelm.
- CONFIDENCE — No more second-guessing your decisions. Together, we’ll create a plan that helps you feel empowered to take control of your finances with confidence.
- RESULTS — It’s not just about learning, it’s about taking action. You’ll walk away with the tools and strategies to make real, lasting changes in how you manage your money, so you can live the life you’ve always wanted.
Wherever you are in your financial journey, just starting out, dealing with a life transition, or planning for the future, I’m here to support you. This is your time to take control, build a better financial future, and feel good about your money decisions. LET'S GET STARTED!
Get My FREE
"MONEY AUDIT" CHECKLIST
SELF-SURVEY FORM
YES! Let's AUDIT YOU!
Enter your name + eMail address in the form you see to get my FREE Money Audit Checklist. When you get access to it (and go through it quickly in minutes) you'll you get:
- A Snapshot of Your Debt → Get a quick view of your debts, so you can prioritize what needs attention and create a plan to pay down what you owe.
- A Snapshot of Your Savings → Find out how your savings stack up for both short-term needs, like an emergency fund, and long-term goals, such as retirement.
- Understand Your Net Worth → Get a rough estimate of your net worth by subtracting your total debts from your total assets.
- Cash Flow Clarity → Easily calculate your monthly cash flow by subtracting your total expenses from your total income.
- Are You Properly Insured → Make note of what insurance coverage you have to see if you’re protected against life’s unexpected events.
- Retirement Readiness & Future Legacy → Find out just how prepared are you for the future, your retirement and after you're gone ... what happens, financially speaking, with your loved ones?
After you've gone through my Money Audit Checklist, reach out to me if you would like to discuss your situation with me for ideas, direction and sound financial advise.
Genuinely,
LORI WILSON
YOUR MONEY COACH
Get My FREE
"SACRED MONEY ARCHAETYPES®"
ASSESSMENT FORM
WHO Are You When It Comes To Money???
Sacred Money Archetypes are a way of understanding how you are in the world, especially around finances - how you think, feel, and behave with money. When it comes to money, are you an Accumulator, Alchemist, Celebrity, Connector, Maverick, Nurturer, Romantic, or Ruler?
The Accumulator (The Inner Banker) → You’re the archetype that makes things like saving, investing, and accumulating money look easy! You have a natural ability to create financial stability.
The Alchemist (The Inner Idealist) → The literal definition of an Alchemist is someone who transforms things for the better through a seemingly magical process. If you’re an Alchemist, your way of relating to money can be very interesting indeed!
The Celebrity (The Inner Big Shot) → Put simply; you were born to be a STAR! You have no problem spending money to enhance your self-image or status.
The Connector (The Inner Relationship Creator) → You always put people and relationships first. As a Connector, you’re smart enough to know that the relationships you form can also be a “connection” to bringing in the money.
The Maverick (The Inner Rebel) → As a Maverick, you’re marching to the beat of a different drum. You may not always be the most consistent with money, but you DO know how to attract it, make it, and use it to push ahead of the crowd, even when there’s risk involved. In fact, you LOVE risk!
The Nurturer (The Inner Sponsor) → The Nurturer has a strong compulsion, need, and commitment to care for others. This can come at the expense of yourself and your own needs. But no doubt about it, the NURTURER cares about money and appreciates it too.
The Romantic (The Inner Hedonist) → As a Romantic, the pursuit of luxury and comfort is extremely important and, quite frankly, the ONLY way to go!
The Ruler (The Inner Empire Builder) → You LOVE empowering people and enriching their lives through your business as a Ruler. You thrive on creating, innovating, and building something of lasting value.
LORI WILSON
YOUR MONEY COACH
Which of the 8 Money Archetypes are you?
Want to find out which of the eight archetypes are your dominant ones and learn how to use this information to achieve greater financial success and freedom? (#1) Click on the green button below to download the PDF form. (#2) Answers 4 quick pages worth of questions with a 1-10 rating per question. (#3) See how the PDF form automatically calculates your answers. (#5) READ ALL ABOUT IT!!! Read what archetypes you are, and instantly learn a lot about yourself when it comes to your money strengths and weaknesses of each Archetype. Lastly, contact me if you'd like to go over your assessment results with me.
Get My Books
About Money, Personal Finance,
Parents & Kids & Financial Literacy
Check out my books on money! They cover the all the basics, how to talk to your kids about money if you're a parent and money essentials. All books dive deep in to the subject of money, what you should know, what you should (and could) be doing to help improve your financial situation and financial literacy, your relationship to money, how to best manage it, protect it and make more of it!
Meet Lori
Financial Coach,
Speaker & Author
BACKGROUND
For over 18 years, I immersed myself in the world of financial services as an advisor, mastering a broad spectrum of areas from insurance (i.e., life, disability, long-term care, health) to investments and comprehensive financial planning.
FEELING HELD BACK
Over time, though, I felt increasingly restricted by the industry’s rigid rules, unable to fully express my voice and ideas, where it best served my clients. I saw firsthand how my clients struggled with limited financial knowledge and the complex, ever-changing landscape of financial planning. I needed to do more, but couldn't. My hands were tied with what I could say and do to help them. I began to feel held back and unable to help my clients in the way I wanted and they needed.
Private Coaching
How Can I Help? My Private Coaching Might Help You Better Manage Your Personal Finances
COACH WITH LORI ...
Would you like Lori Wilson to be your personal financial coach? Then, choose from the coaching topics below, learn Lori's private coaching format, then reach out to her to get started!
COACHING TOPICS ...
Choose among these private coaching topics:
FORMAT ...
Coaching sessions take place via:
• Zoom, telephone or in-person ...
• 1-3 hours per coaching session ...
• Single or multiple sessions ...
Customized coaching is also available. If you prefer another format, we can discuss that too.
Knowing what's available when it comes to coaching with Lori, you can focus in on what type(s) of coaching you'd be interested in and how to get started coaching with Lori as soon as possible.
Book Lori
To Speak
Invite Lori Lori To Speak & Train Your Audience About Money
INVITE LORI TO SPEAK ...
Would like Lori Wilson to train or speak to your audience about MONEY? Then, contact Lori’s office to discuss a topic, (below), date and time; among other presentation details.
AVAILABLE FOR ...
• Keynotes and breakout sessions
• Workshops, retreats and seminars
• Masterminds and other groups
• Panel discusst(or longer)k
• Coaching, consulting and training
• 15-60 minute talks (or longer)
• 1/2 Day, full day, multi-day (or longer)
FORMAT ...
Lori can train or speak to your audience via the following formats:
• Webinar (i.e., Zoom, etc.)
• Tele-seminar (i.e., Conference Call)
• Live, In-Person
... or some other format you might prefer. Let’s discuss!
Note, Lori has so many other topics she can speak on. Check out her book, training articles, and resource links for ideas before contacting her. When you’re ready, let’s discuss the possibilities. I look forward to hearing from you!
LORI WILSON
YOUR MONEY COACH
TRAINER / SPEAKER
PRESENTATION TOPICS INCLUDE
Presentations can also be tailered to meet your audience's needs and expectations.
Money Articles
Start Learning
About Money
Check out these informative articles about money, personal finance, financial tips and more.
Rave Reviews
What Others Say About Lori's Help
Check out what these folks have to say about working with Lori, her book and just how great they feel having spent time with Lori going over their personal financial situation for the better.
“I’m single and in my mid 50s and was never taught about money. COVID affected my income and my industry never fully recovered. I’ve had a fear around money since both my parents lost big in the real estate crash in 2008. Where Lori really made the difference was helping me take my savings and start investing so my money could make money. We reviewed investment options together to find something I was comfortable with. Lori also helped me increase my income through selling crafts I love making and also encouraged me to finish the book I was writing. Thank you Lori” — L.M., Salt Lake City, UT
“My story? I had high credit card and personal loan debt. I owned my own business and income was inconsistent so I was having trouble making even minimum payments. After meeting with Lori, I saw an answer to the problem was debt consolidation. Lori heard and supported me and to top it off, I never felt judged. Lori’s the best.” — Ann P., San Diego, CA
“I was divorced with two young children and an upcoming court date because my husband stopped paying child support. Working with Lori, we put together a budget, and looked at ways to increase my income. She was especially helpful in helping me prepare for my attorney meetings. Lori to the rescue.” — Natalie G, San Diego, CA
“Divorced, and in my early 60s, I did have some income coming in, but I lived on a property with the intent to rent out parts of it for events for additional income. Problem is, it’s not ready to rent out, so every month I was incurring unwanted expenses. What’s more, my ex wasn’t paying full alimony. Since I pay my adult daughter’s mortgage, and struggle with all money going out and little coming in, Lori helped me realize certain key issues that actually helped start keeping people accountable. Knowing now all that Lori helped me organize in my head and on paper, I can now process a lot of what was said into small, but productive, steps towards clarity and peace of mind. Thanks, Lori.” — Linda R., Wilmington, DE
“I have my own business and my husband had a regular, good paying job. We’re in our 40s and struggling to manage our debt. Having analyzed our financial situation together, Lori helped us get rid of some expenses like our timeshare, consolidated our debt and helped explain our investments for retirement. It was a big clean up! Working with Lori, I now feel hopeful about our future again and rest easy because we had guidance and weren’t alone in the financial decision-making process.” — Amy R., San Diego, CA
“In the process of divorce, I had amassed quite an investment portfolio. I had some level of understanding of what I had inherited, but didn’t like getting into all the details. I was scared to go there, really. Lori helped me gain the confidence that I was going to be secure in the future. Lori’s understanding of the details, communicating with my ex and support and guidance gave me the confidence needed to get through a really stressful time. Thank you, Lori.” — Vicky S., San Diego CA
“Divorced, late 50s, had investments, I wanted to understand them better and what my options were. Through working with Lori, I learned the intricacies of my investments and now have confidence in my investment decisions. We have ongoing talks about future investment opportunities. I’m so grateful for Lori.” — Chris H., San Diego, CA
Contact Lori
Got A Question?
Send A Message!
Thanks for stopping by my website! If you’d like to reach me, please send me a message online through my website.
I look forward to hearing from you and responding just as soon as I can.
Genuinely,
Lori Wilson, Founder
LoriMoneyCoach.com
SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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