Private Coaching
In Regards To Your Financial Situation
WELCOME TO COACHING WITH ME ...
As a financial coach, my philosophy is to provide insight, guidance, and actionable strategies that help you achieve your financial goals. I work with you to gain financial clarity, introduce helpful concepts, and enhance what’s already working and identify what's NOT working. Working together, we become a team in shaping a better financial future for you.
Another role I play is in connecting you with trusted experts to implement any financial, legal, estate, or tax strategies. Once we discover the path and direction you want to go with your finances, we then get you in touch with the right professionals to carry out those plans. It should be known, these professionals (I work with) do not and cannot perform the types of services I will be coaching you on.
So, having the benefit of working with me (first) and them (second) is a major plus. What's more, we have the ability to connect with the right people to perform what you need with the right person.
WHERE SHOULD YOU START?
The My Money Audit is the essential starting point for any financial coaching program. It gives us a complete overview of your current financial situation, providing the foundation needed to build a customized, actionable plan. From there, you can choose to dive deeper into specific areas with targeted coaching sessions designed to help you achieve your financial goals. Pick one or all of the additional sessions to maximize your financial progress.
LORI WILSON
YOUR MONEY COACH
PRIVATE 1-ON-1 COACHING
Options & Formats
COACH WITH LORI ...
Would you like Lori Wilson to be your personal financial coach? Then, choose from the coaching topics below, learn Lori's 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, phone or in-person ...
• 1-3 hours per coaching session ...
• Single or multiple sessions ...
• Any combination of the above ...
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.
LORI WILSON
YOUR MONEY COACH
POPULAR & EXCITING
Coaching Topics
COACHING PACKAGE #1
Where do you stand with your money? This is a checkup of where you’re at with your money.
DESCRIPTION
Are you wondering where your finances stand or have you been putting off reviewing your full financial life, now is the time to take action. The longer you wait, the more opportunities you might be missing to save, grow, and protect your money. In our My Money Audit session, we’ll uncover what’s really happening with your finances by diving deep into six key areas and creating a Personalized Financial Blueprint.
COACHING PACKAGE #2
Take Charge Of Your Finances & Uncover Where Your Money Really Goes
DESCRIPTION
Are you ready to gain complete control over your finances? In this Money Makeover program, we’ll go beyond just budgeting and dive deep into all areas of your financial life. Using the comprehensive categories from My Money Audit as our guide, we’ll give you a clear picture of your financial foundation by analyzing income, lingering debt, hidden spending patterns, and financial protections. Even if you've never created a budget, feel like bills are piling up, or find yourself spending without ...
INVESTMENTS, RETIREMENT & LEGACY
COACHING PACKAGE #3
Isn't It Time You Got “In-The-Know” On Investments NOW?
DESCRIPTION
Investing wisely and pursuing growth opportunities go hand in hand when it comes to securing your financial future. Whether you’re looking to build your wealth or maximize the potential of your assets, this Intelligent Investing session will give you the knowledge and tools to make informed decisions that support both immediate and long-term financial goals.
COACHING PACKAGE #4
Are you really ready to retire? Be honest! Let's talk about this and see where we need to focus on.
DESCRIPTION
The clock is ticking, and whether retirement is decades away or just around the corner, now is the time to take control of your future. Without a clear plan, you’re gambling with your financial security. Planning for retirement is more than just saving, it’s about building a roadmap that ensures you can live the life you want, on your terms. In our Planning for Retirement session, we’ll cut through the confusion and get serious about creating a plan that ...
COACHING PACKAGE #5
What’s your plan to protect and perpetuate your legacy after you’re gone or do you even have a plan? (i.e., Trusts, Wills, Insurance, etc.)
DESCRIPTION
Do you have a plan in place to ensure your legacy lives on after you’re gone? Whether it’s for your family, a business, or a cause you’re passionate about, establishing a financial legacy is essential to protect and distribute what you’ve worked hard to build. In the Financial Legacy program, we’ll focus on creating a tailored legacy plan that secures your assets, fulfills your wishes, and provides peace of mind for the future. Together, we’ll explore estate planning essentials, asset protection strategies, and ...
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