Coaching Press Release For Lori Wilson

PRESS RELEASE

Author and Financial Coach Lori Wilson Expands Personal Finance Coaching Services ... Three-time author offers customized private coaching to help individuals and couples gain clarity, confidence, and control over their money — available for interviews across all major formats

[Escondido, CA] — Lori Wilson, celebrated author of three books on money and personal finance, today announces the expansion of her personal finance coaching services designed to support individuals, couples, and families at every stage of their financial journey.

With a focus on empowering clients through clarity, strategy, and actionable guidance, Wilson’s coaching approach meets people where they are and helps them build a stronger financial future.

Drawing on decades of experience and her deep understanding of money fundamentals, Wilson offers a suite of private coaching programs tailored to the specific needs and goals of her clients.

Her coaching topics include My Money Audit, Money Makeover, Intelligent Investing, Retirement Readiness, and Financial Legacy — each designed to uncover where clients stand, strengthen financial habits, and guide them through the steps needed to build confidence and long-term financial well-being.

Available Coaching Topics:

  • My Money Audit — A foundational session that provides a complete overview of your current financial picture and sets the stage for personalized planning.

  • Money Makeover — A deep dive into budgeting, spending patterns, income, and financial protections to help you take charge of your finances.

  • Intelligent Investing — Practical guidance and tools to help you make informed decisions and grow your wealth strategically.

  • Retirement Readiness — Focused planning and goal-setting to ensure you’re on track for the retirement you envision.

  • Financial Legacy — Personalized coaching that helps you protect your assets, plan for the future, and secure peace of mind for you and your loved ones.

Coaching sessions are offered via Zoom, telephone, or in-person, and can range from single sessions to multi-session programs, with flexible session lengths tailored to each client’s needs.

Learn More About Lori's Coaching Topics

Access all of Lori's coaching programs here:

Media Availability & Interview Bookings

In addition to coaching opportunities, Lori Wilson is available for media appearances and interviews on a wide range of platforms, including:

  • Telephone interviews

  • Zoom or online live sessions

  • In-person media events

  • In-studio recordings

  • Interview article format

Wilson brings approachable expertise and real-world financial insights to every conversation — ideal for broadcast interviews, podcasts, print features, blogs, and online publications alike.

About Lori Wilson

Lori Wilson is a personal finance coach and the author of three books on money and financial literacy. With a mission to demystify personal finance and help individuals feel confident in their financial decisions, Wilson combines compassionate guidance with practical strategies that deliver clarity and results.

To request an interview with Lori Wilson, please contact her office. Thank you for considering Lori for your media coverage. She'd love to be a part of your story.

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LORI WILSON

YOUR MONEY COACH

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. Today, I'm dedicated to helping my clients improve their financial literacy, as too many people are so unprepared — not just for retirement, but for managing their day-to-day finances. This has to change. The ever lurking problem is that money does bring up both anxiety and fear, not just because people lack capability or the ability to grasp or understand money, but because financial literacy was NEVER TAUGHT to them, either by their parents, society, in school or a combination of those three.

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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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