About Lori
Lori adds a right-brain perspective and a welcoming and valuable insight for women and those with feminine energy. She has helped women find their paths and has been a guide for them for over 17 years. Lori enhances the financial planning experience for women by providing space for them to share their dreams and goals commonly where they previously may have not felt welcome or comfortable.
With her professional experience, perceptive nature, and four years studying mindsets, Lori compliments Dave’s left brain analytical perspective and adds another set of eyes and ears to the meeting process where appropriate which is not commonly offered. She provides DO FINANCIAL clients with a well-rounded and comprehensive planning experience that is not limited to finance.
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