About Lori Wilson, Personal Finance Coach & Adviser

Meet Lori Wilson

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.

QUALIFICATIONS

With professional licenses, including:

Series 6 → a securities license entitling the holder to register as a company's representative and sell certain types of mutual funds, variable securities, and insurance.
Series 63 → Allows you to sell mutual funds, variable annuities, and insurance premiums.
Series 65 → One can give financial advice, but you cannot sell securities, execute trades on behalf of clients, or manage portfolios. Having the other licenses covers what this series license cannot perform.
Life Insurance → Life insurance covers the insured person's life. So if you pass away while your policy is active, your beneficiaries can use the payout to cover whatever they choose — medical bills, funeral costs, education, loans, day-to-day costs, and even savings.

With these certifications and qualifications, I was able to build a very solid foundation in helping my clients navigate their financial journeys as well as the companies I performed these services for.

LORI WILSON

YOUR MONEY COACH

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.

This experience inspired a pivotal shift in my career as a financial consultant — from advising (while working for a financial company) to coaching (privately, one-on-one). Now, I'm able to share my deepest financial insights and make true connections with my clients on a deeper, more personal level and without the pressure of having to sell the company's financial products. Instead, I can listen, advise and recommend only what the client needs. THAT, is a great feeling to have when helping people.

UNRESTRAINED & CLIENT-FOCUSED

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.

My MISSION is to provide the financial knowledge my clients need to make clear, confident, and informed money decisions — transforming their financial futures.
My GOAL is simple, which is to replace confusion with clarity, turn mistakes into informed decisions, and swap financial stress with confidence and peace of mind.

So, I say to you, YOUR JOURNEY to FINANCIAL MASTERY — STARTS NOW — not later, not tomorrow, but NOW. To move past your own financial dilemmas, you need a sense of urgency and a plan to take control of your financial situation. Wouldn’t you agree? So, with that said, join me today and take that very first step toward mastering your financial future. If you don't, who will?

TAKE ACTION NOW!

How can I be of service to you? For starters, check out these options and financial services below and then reach out to me so we can start that financial conversation sooner ... than later!

If you still need help, and you'd like to contact me, I would absolutely look forward to hearing from you to see how I can help. 'Til then, think about everything I've said herein and TAKE ACTION!

Lori Wilson, Financial Coach

LoriMoneyCoach.com

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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.