Parent$Child Book
PARENTS, THEIR KIDS & MONEY
Real Questions, Plans & Conversations
(FOR PARENTS)
ABOUT MONEY FOR THEIR KIDS (AGES 0-60)
Don't Worry, I'll Tell You Exactly What To SAY & DO For Them & You
LORI WILSON
Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur? Quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae consequatur, vel illum qui dolorem eum fugiat quo voluptas nulla pariatur?
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo.
GET THE BOOK (PAPERBACK)
Mailed to you. $14.95 + S/H
GET THE EBOOK (KINDLE)
Read FREE on Kindle Unlimited or pay only $3.95 to own it!
BOOK REVIEW
"This is exactly what I was looking for. Yes, not just for my kids, but for my husband and I. We have two kids just entering junior high school and there's still time for us to plan out savings for their college and even our own retirement nest egg based on all the advice Lori has in this brilliat book. So needed. Thank you, Lori, for writing this!" — Peggy & Jim A., San Diego, CA
Preview The Book
Take a peek inside this amazing book about MONEY and its relationship with you! You won’t find another book like it. See for yourself and then order the paperback or Kindle eBook version where you can read the book on any device!
Book Contents
This is the kind of book you need to sit down with and literally perform a personal SELF MONEY AUDIT on your life, your finances and your financial future! Look at all the money-related topics covered inside Where Are You ... Financially?
— Message From The Author … xi
— Facts, Stats & Financial Realities … xiii
— How To Use This Book … xxi
Debt, Bills & Obligations
1. Debt
2. Interest Rates & Term of Debt
3. Purpose Of Debt
4. Credit Score
5. Budget
Income, Earnings & Savings
1. Strategies For Increasing
2. Your Income
3. Track Your Earnings & Expenses
4. Invest & Grow Savings
5. Create & Maintain A Realistic Budget
6. Develop Consistent Saving Habits
Investments & Wealth Planning
1. Types Of Investments
2. Diversification
3. Compound Interest
4. Review & Adjust Investments
5. Professional Advice & Automated Tools
Retirement Planning
1. Understand Retirement Needs
2. Retirement Goals
3. Save & Invest for Retirement
4. Manage Debt & Expenses
5. Continue To Work Considerations
6. Plan Your Estate
Asset Protection, Estate & Legacy Planning
1. Asset Protection
2. Key Components Of Estate Plan
3. Wills, Trusts & Estate Plan Documents
4. Tax-Efficient Strategies
5. Legacy Planning
— SUMMARY & ENCOURAGING WORDS
— MONTHLY BUDGET TEMPLATE
— MY MONEY “AUDIT”
— ABOUT THE AUTHOR
— YOUR MONEY “TO DO” LIST
Then, come back to this very web page to purchase the paperback, eBook or (soon) listen to the audiobook version on Lori's YouTube Channel.
Rave Reviews
Check out what folks are saying about Where Are You ... Financially Speaking?
AMAZON REVIEW
"I love the simple, direct voice of this approach. Lori asks questions that are easy to answer, but very telling about your financial awareness. She pinpoints the areas that are most important to your overall wealth and gives lots of resources for exploring solutions to any weakness in your portfolio. This book makes an excellent resource for friends who complain about their lack of money or for recent graduates about to start building their portfolios. Lori provides all the vocabulary you'll need to understand all the financial tools and products that are available to you. She also addresses the importance of having a will or trust and what the difference is. From beginning to end, this book is a gem for anyone who wants to know where they are financially. — Patricia Brugman (Amazon Book Review)
“Love the title! It really catches your attention. The format of the book is perfect for me! I can look through the book and believe I can understand it, without feeling overwhelmed. Great job, Lori.” — Susan N., Northern California
AMAZON REVIEW
"The subject of finance, investment, and estate planning can be very complex. Lori explains these concepts in very easy to understand terms that even a beginner can understand. She directs you to question where you want to be and what your goals are so you can better move forward in your money matters. She also lists multiple resources for a person to search out more information if they so desire. I recommend this book to anyone on the journey to take control of their financial future." — Mary Tootikian (Amazon Book Review)
“I loved the book! Easy to understand, important (financial) info and a good refresher for someone my age, too. Based on reading parts in your book, I reviewed my investment accounts, made sure my beneficiary forms were correct and even went to Trust & Will’s website and completed a will. My last one is 20 years old.” — Denise K., Colorado
Author Message
Welcome to your financial guide. Utilizing this book you’ll learn what you need to know about managing your money to take control of your financial life. As a financial coach, I've seen firsthand how the right knowledge can transform uncertainty into confidence and success.
Too many people are UNPREPARED, not just for retirement, but for managing their day-to-day financial lives. This has got to CHANGE! Your future depends on you taking control and taking action NOW.
Money matters often bring anxiety and fear, not because you lack capability, but because financial literacy WAS NEVER TAUGHT in school. This book is intended to provide that knowledge and transform your financial future in ways you never thought possible.
The goal of this guide is to help REPLACE CONFUSION WITH CLARITY, mistakes with informed decisions, and financial STRESS WITH CONFIDENCE and peace of mind. How does that sound?
Your journey to financial mastery starts now, not later, not tomorrow, but NOW! In order to get you out of your FINANCIAL DILEMMA, you need a sense of URGENCY in taking control of your financial situation. Wouldn’t you agree?
So, let’s turn the page (when you have my book in hand) and begin your journey to mastering your financial future. Who wouldn't want that, right?
Genuinely,
LORI WILSON
Your Money COach
What Are You Waiting For?
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.
© 2025 by LoriMoneyCoach.com