PRIVATE COACHING
PACKAGE DETAILS
CHECK AVAILABILITY
Contact Lori's office for a prompt reply to see if she has a calendar opening to coach you on this very coaching topic.
GETTING STARTED
AFTER you've been informed you will be coaching with Lori, you will be asked to share some information as to your current financial status/goals to help Lori get to know what you hope to get out of coaching with her.
COACHING PACKAGE #3
INTELLIGENT INVESTING
Isn't It Time You Got “In-The-Know” On Investments NOW?
with Lori Wilson, Your Money Coach
COACHING DETAILS
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.
- A clear understanding of your current investments, along with if and how they fit into your overall financial goals.
- Confidence that your wealth will continue to grow and be preserved for the future, benefiting both you and your loved ones.
- Peace of mind knowing your investments are balanced, diversified, and set up to minimize risk while maximizing potential growth.
TOPICS COVERED
No matter where you are in your investing and legacy planning journey, we’ll focus on key areas to help you build and protect your financial future:
1. Investment Strategy → Not sure where to start with investing, would like another look or to fine-tune your strategy? We’ll assess your current investments, discuss new opportunities, and be sure your portfolio aligns with timing and your goals—whether it’s for retirement, income, or long-term wealth growth.
2. Risk Management and Diversification → Investing comes with risks, but we’ll work together to minimize those risks while maximizing your returns. I’ll help you create a balanced portfolio that fits your risk tolerance and protects against market volatility, ensuring your investments grow over time.
3. Growth and Reinvestment Opportunities → Beyond simply protecting what you have, we’ll explore ways to reinvest gains and build long-term wealth. From dividend reinvestment strategies to exploring new market opportunities, you’ll learn how to minimize risk while maximizing growth potential.
WHAT YOU GET
A Step-by-Step Plan, Tailored for You → In the Investing Intelligence sessions, we’ll dive deep into your current investments, risk tolerance, and wealth building goals. Over the course of our 1-hour sessions, we’ll create an actionable plan to grow and protect your wealth.
ONGOING SUPPORT → As life and markets change, I’ll be available for ongoing support to adjust your strategy and keep your investment and legacy plan on track. Whether you’re investing for the future or ensuring your family’s security, I’m here to guide you every step of the way.
DURATION / FORMAT
- TIME: Typically, a 1-hour initial consultation with ongoing sessions as needed to complete your personalized financial blueprint. We can usually complete the Personalized Financial Blueprint in two sessions.
- FORMAT: Sessions are conducted via Zoom for convenience, screen sharing, and collaboration.
- FEE: Coaching pricing is discussed based on your needs and the depth of coaching required. We'll discuss the best pricing strategy for you during our initial call together.
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.
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