Working One-on-One with Lori (Private Clients)

Lori works one-on-one with you to take the anxiety out of your personal finances. She also works with you on your small business and solo practice to take the fear and anxiety out of knowing your business’ finances. Lori has private clients all over the country, it doesn’t matter where you live, you can still get great financial planning advice.

Lori Atwood As Seen on TV

Lori Atwood’s financial advice as seen on:
WCVB/Boston, MA
WGAL/Lancaster, PA
WJCL/Savannah, GA
WLKY/Louisville, KY
WMTW/Portland, ME
WTAE/Pittsburgh, PA
WXII/Winston-Salem, NC
WYFF/Greenville, SC
KHBS/Fort Smith, AR
KMBC/Kansas City, MO
KSBW/Monterey-Salinas, CA

Favorite Financial Calculators

Try my favorite online financial calculators on all types of calculations including mortgages, retirement, Social Security benefits, and buying a car.

Watch Lori Atwood’s Videos

Watch Lori Atwood’s informative videos on figuring out how much you need in emergency savings business, the 7 items you need for your financial planning, household negotiation and more.

Subscribe to Lori Atwood’s Newsletter

Get Lori’s bi-weekly posts about personal finance topics that matter to you!       Subscribe

Recent blog posts

Beware the Big Box Stores

July 18, 2016

I see people’s monthly transaction on a daily basis. I see where people shop and essentially how much they buy. One interesting thing I [...]

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“When we came to Lori, we didn’t even know where to begin. The simplicity of her approach and her insightful way of seeing the big picture, allowed us to get an honest view of our family finances. With Lori’s help, we easily developed a realistic and promising outlook for obtaining financial freedom. We were so impressed with Lori, that we asked her to apply her “no nonsense” approach to the financials of our new business venture.”

R. L. Omaha, NE

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