Hi there, I'm Lorri!
I'm a Certified Financial Planner® Professional, with nearly 30 years of experience, a Certified Integrative Nutrition Health Coach, and Internationally Certified Kundalini Yoga Instructor empowering women. I believe in integrating all aspects of your life for greater health, wealth, and happiness.
Not only did I establish a wealth management firm from scratch and turn it into a merger opportunity in just over four years, but I also dedicated thousands of hours to the other side of the economic coin - as an advocate within the nonprofit sector, where I designed creative solutions to break cycles of poverty.
As great as all that sounds, I've also survived the trials of life. Divorce. Health issues. Cancer. Caregiving. Widowhood. After my husband died, I hired a coach, and it was LIFE CHANGING. So, if you're feeling like something's not working, I get it. Instead of struggling to figure it out yourself, let me be your guide.
The key to creating abundance in every area of your life is by building a foundation from the inside out, ensuring that your path is integrated with your heart - and that you're operating from a place of mindful well-being. Together we'll map out a clear vision of the life you want to live and how to finance that.
Learn how to ignite change beginning with self-discovery. Release the blocks getting in your way. Then step by step, lay a solid foundation of inner strength, mastering all aspects of health, expanding your world outward, discovering your superpower to make and manage money with heart, co-creating your world with the power of money, and finally, capturing your dreams by creating an unlimited version of yourself.
As a Certified Financial Planner and subject matter expert for the Certified Financial Planner Board of Standards with over 30 years of experience in the field of wealth management, I will help you discover your superpower to earn, invest, and spend sustainably to co-create a better world.
As a Certified Integrative Nutrition Health Coach. I am here to help you transform your health tailored to your personal journey. IIN is the world’s largest integrative health education and certification platform with Deepak Chopra as Chief Wellness Officer.
Yoga is a philosophy by which to conduct life embodying unity in mind, body, and spirit. Its aim is to be practiced with discipline so that a person is ultimately led to enlightenment: a state of being in which you transcend the endless cycle of karma.
Please contact me if you cannot find an answer to your question.
It's a step-by-step process incorporating all aspects of your life and how to finance them. It's an inside out process culminating in a capstone life plan which helps you ultimately capture your dreams.
100%! What happens in our sessions stays in our sessions, just like seeing a therapist. We are committed to ethical standards and treat every session with the utmost confidentiality.
The time that your mentoring process will take depends on the complexity of your goals, your commitment, and openness to your process. But typically, it takes eight sessions focusing on your particular issues to create your plan. The time in between is for important self-reflection.
Wellspring Quest
Copyright © 2024 Wellspring Quest - All Rights Reserved.
Powered by GoDaddy Website Builder
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.