LORI WILSON
YOUR PERSONAL FINANCE COACH
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 YOU STARTED!
Get My Book
About Money, Personal
Finance & Financial Literacy
Where Are You … Financially?
Because If You Don’t Know, You’re In More Trouble Than You Think!
by LORI WILSON
Regarding money, WHAT YOU DON'T KNOW CAN (AND OFTEN DOES) HURT YOU! Inside this one-of-a-kind comprehensive book on YOUR MONEY, Lori Wilson dives deep into the TOP 5 KEY AREAS of money so you can really GET A FIX on where you stand. The good, the bad and the ugly!
PART 1
Debt, Bills & Obligations
PART 2
Income, Earnings & Savings
PART 3
Investments & Wealth Planning
PART 4
Retirement Planning
PART 5
Asset Protection, Estate & Legacy Planning
MILLIONS of folks are NOT prepared for retirement, they live paycheck to paycheck, and are one paycheck from the street. Don't let that be you! Read this book as if your FINANCIAL LIFE depends on it! It just might!
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When you join my eMail list, you'll get notified whenever I have any new announcements, make updates to my book, my website, new money articles, resources and other related money matters.
I hope you learn a lot from my periodic messages and that you can feel free to reach out to me if you would like to discuss your financial situation with me.
Genuinely,
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.
“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
“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
“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
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LORI WILSON
YOUR MONEY COACH
Thanks for stopping by my website! If you’d like to reach me, please use the contact form below to send me your message. I look forward to hearing from you and responding just as soon as I can.
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