Lori Wilson - Financial Relationship Coach

Ladies, if this is you, Let’s Talk Now.

'Peak 65' Women Face Retirement Risks - 401k Specialist Over half of women in the "Peak 65" demographic have less than $100,000 in retirement assets, reports Alliance for Lifetime Income.

Hello Friends,

Once again, I could use your help! I'm putting together people's top money questions.

Could you please share your top money questions? (If you'd rather not post here, the link to my PRIVATE FB Group is in comments)

I really appreciate all of you! I'll share the results with you when it's finished!

I could use your help
I'm looking for a title to my presentation of how I help people with their finances.
Do either of these titles speak to you, or do you have suggestions?

A. Your Financial Journey: From Insight to Empowered Decisions

B. Financial Clarity and Confidence: Your Path to Empowerment

Thanks, appreciate your feedback!

Hi! I. Here at eWomen Network in OC with Josette Diaz, Self Awareness Coach for Women.
Since it’s Financial Awareness Month, my TIP for you is, if you feel like your advisor isn’t giving you VIP treatment any longer, let’s do a complementary financial overview to make sure your investments match where you are in life today. As a Coach, I’m here to advocate for YOU!

Sincere thanks to everyone I've spoke with and those who commented on my recent posts.

Financial Advisors / Planners are very important and well needed. They rightfully get paid for investing or helping with planning, not for coaching or helping clients with their emotions and knowledge or lack thereof. That is why I am so passionate about helping women as the piece between them and their advisors.

I do take the time to make sure you have comfortable knowledge with what you are already doing with your money and talk thru what life you'd love for the future. We also go into the emotions around money, which is a whole post for another day.

Thank you everyone for your kindness, love and support

Share on the questions below or other thoughts and I'll include the information most important to you as I answer questions on FB; in a 90 minute Masterclass and for a 6 week course.

What aspects of managing finances do you find most interesting or demanding?

What is most important for you to learn about your money or finances?

I’m looking for a few women to work with closely in the next 30 days who are looking for help, done procrastinating, and want to take control of their finances. You’ll also gain the skills to manage your money and plan for the future with ongoing support.

So if you...
1. Are really ready to learn and understand your finances.

2. Capable of stepping up and be empowered.

3. Are 100% committed to doing the work,

4. And you are coachable…

Then this might be for you. Drop the word MONEY below or DM me and I’ll send you the next steps.

Even though I have helped many women manage their money and finances, I know what it’s like to struggle with embarrassment, doubt and avoidance around taking charge of money and building the life you want.

Because years ago, that struggle was real for me. I know what it’s like to wake up and be consumed with anxiety and uncertainty about money and the future. And to lay down at night thinking about how you were going to pay your bills and/or build the life you want.

It got so bad that I felt like an imposter and thought about throwing all the years of experience and obtaining licenses away and change to a different career.

So, I know how painful it can be. And, I know what it’s like to be on the other side of it.

I realized I was living in the past with old scarcity thoughts so, I changed to living in the present where I wake up to certainty and a feeling of abundance, and good about my money decisions.

I go to bed at night thinking about how fortunate I am to have changed to the mindset of abundance, knowing I have everything I need for the life I want to live.

The best part is I am living my dream life and, I want this kind of life for everyone!

That’s why I help women overcome the emotional side of money along with women-centric financial education.

Even though there’s a part of me that thinks I’m sharing too much about my life’s work this week (as I shared earlier, I’m in a 5-Day challenge...) my deeper truth is that I care way too much about helping women have confidence and clarity around money to let that fear stop me.

Because I know how painful it can be when you have uncertainty, are embarrassed or fear about your money and finances. And, I have dedicated myself to helping ALL the women I can have financial confidence and independence.

If you, or anyone you know, struggles with confidence around money and finances, I'm offering 5 free “Confused to Empowered Financial Consult” to help you start moving toward managing your finances with confidence.

Life is too short to spend it with anxiety or uncertainty about money and your future. I’d be honored to support you (or someone you care about). LMK below if I can be of service to you or someone you care about.

The Fear That’s Been Holding Me Back and How I’m Overcoming It in 2024

I have a confession to make. Even though I’ve been a licensed financial advisor almost 20 years, I have to admit that I’ve been playing small and not yet making the impact I know that I’m here to make.

Because I’ve transitioned to coaching women on finances and concerned about what people would think, I haven’t shared much about my story and why I’m so passionate about coaching.

But that changes this week! I've joined Thrive Academy’s 5-Day Challenge to support me to be more VISIBLE and share more of my story with you…

Because I know that there are a lot of women I could help, especially those divorced or widowed, who weren’t taught how to manage their finances and have uncertainty and probably some anxiety and I know they want a safe, friendly and non-judgmental place where they can be vulnerable and empowered.

I’ll share more of my story tomorrow… But for today, if you would like to see me make a bigger and more positive difference in the lives of a LOT more people, will you please drop me a note below?