About

Meet Lori


Sharing insights through books has enabled a broader reach.

Recently published Get a Grip on the Details, A Step-by-Step Guide to Organizing the Important Matters in Your Life includes Financial & Legal Matters, Household Matters, Security & Identity Management, Health Management and Technology, Digital Assets & Communications. 

A contributing author to Longevity Lifestyle by Design; Redefining What Retirement Can Be by Mike Drak. A great resource to explore the many aspects of retirement. My chapter shares why and how you would hire a retirement coach.

  • Certified Retirement Coach
  • Certified Financial Coach
  • Author
  • Masters in Business Administration
  • Certified Six Sigma Blackbelt

About Me

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A Rich and Rewarding Career

Having spent 30+ years in Fortune 50 companies in various roles including Director of Software Implementation Services, Six Sigma Process Improvement, and Product Management, I have an extensive skillset that is very transferable to many roles.  Additionally, I have experienced the many ups and downs often encountered in a robust career that give me an informed perspective about life's transitions.

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A "Nudge" into a Transition

A layoff created an opportunity for me to pursue a long-time passion for helping others as a Coach.  Having led and mentored many individuals in my career, I wanted to focus those skills to help others make the most of transitions in their lives.  This transition itself, as well as others, has provided a more in-depth understanding of the many emotions, questions and iterations that go into a decision of this sort.

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Professionalism and Experience

As a professionally trained and certified retirement and financial coach, I have the tools and understanding to help you to manage through the variety of transitions you may encounter in mid-life and later.  I understand the importance of compassion, trust and listening in meeting your individual needs and crafting solutions to meet them. 

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Author

Newly published Get a Grip on the Details, A Step-by-Step Guide to Organizing the Important Matters in Your Life includes Financial & Legal Matters, Household Matters, Security & Identity Management, Health Management and Technology, Digital Assets & Communications.  Utilize an assessment tool to help you prioritize what’s most important for you and follow the step-by-step guide to complete them.

NEW BOOK!

Longevity Lifestyle by Design

Redefining What Retirement Can Be

My Chapter: How to Hire A Retirement Coach 

Now Available!

Get A Grip On The Details

A Step-by-Step Guide to Organizing The Important Matters In Your Life

Utilize an assessment tool to prioritize your important matters; tackle items one-by-one utilizing a step-by-step guide with tools, templates and resources. Utilize trackers to keep them updated.