Book a call with Lori

frequently asked questions

Is the consult call free?

Yes, this consult call is completely free. You don't need to pay for it.

What will we discuss?

We'll discuss your current position with money as well as your short and long term goals and how you can reach those goals.

Do I need to prepare anything?

It's helpful to have a basic understanding of your current financial situation before coming to the call.

How long is the call?

This call lasts 15 minutes.

What if I need to reschedule?

You'll receive a confirmation email with details about the scheduled time and a link to reschedule should something come up.