Lori Atwood

Working One-on-One with Personal or Small Business Clients (anywhere!)

Lori Atwood, has been in finance for over 20 years and believes that people can and should be fearless about their finances whether it’s their household or small business finances. Imagine knowing you are spending less than you earn each month, saving what you need for the future, and feeling a lot less stress about your finances.

Lori works with college grads, newlyweds, new parents, families, and soon-to-be retirees to know their income, expenses, debt, savings and financial goals. Lori looks at household cash flow, debt and savings, retirement planning and goal-setting to help people live the life they want to lead without fear and anxiety about their finances.

Starting a new business can be as stressful as any other major life event. Will it work? Will you get customers? Can you manage a business while still providing high quality services to your clients? All great questions, but none of them looks at the finances of your new business. Lori works with business owners to know if they are priced right, how much money their business is making and how much money they can take out of their business for themselves.

Lori Atwood works with start-ups, small businesses and solo practitioners to build a strong financial foundation with critical cash flow analysis, revenue and pricing models, goal-setting, financing analysis and growth planning. She shows business owners who are not “finance people” how to feel confident about their business and financial decisions.

Lori works with clients by video conferencing, skype, phone or in person in the Washington DC metro area. She can come to your office or meet at her office in Farragut North at 1717 K Street NW, Washington DC.

Email Lori at lori@loriatwood.com to inquire about making an appointment or send me a message via my feedback page.