As the CEO and co-owner of Better Money Decisions (B$D) I am excited to help you solve challenging financial problems. Good financial advice requires vast knowledge and expertise since almost every aspect of a person’s life has a financial component. This is especially true for those experiencing dramatic change such as divorce, retirement, or the loss of a loved one. These life events require a dedicated advisor to be equal parts investment manager, financial planner, coach, and personal guide. It is my mission to help you manage change and lead your best financial life.
Educating my clients and the public about financial pitfalls is why I wrote the book, Bozos, Monsters And Whiz-bangs: Bad Advice From Financial Advisors And How To Avoid It! The book is full of true anecdotes that explain and warn against bad financial advice. The more you are informed the better. That is why I take the time to be quoted frequently in publications such as MarketWatch, Investment News, Investor’s Business Daily, Yahoo Finance, and Kiplinger’s and to present monthly webinars on a variety of financial topics as well.
“I knew from the beginning there had to be a better way to work with you so I stepped away from the stuffy “button-down” firms that are everywhere in financial services and started one that makes integrity, compassion and collaboration a cornerstone. ”
B$D is fee-only, and we are all fiduciaries 100% of the time and in every way. I am committed to understanding your needs and goals through comprehensive financial planning, which comes before recommending an investment portfolio. Simply put, I am on your side. Understanding your point of view and putting your interests first is paramount. I am not just an advisor but your complete financial advocate.
My international experiences, from teaching in Saudi Arabia to co-founding a marketing company in Budapest, Hungary, have given me a unique perspective on creating a better financial services firm. I knew from the beginning there had to be a better way to work with you so I stepped away from the stuffy “button-down” firms that are everywhere in financial services and started one that makes integrity, compassion and collaboration a cornerstone.
When I am not working with my clients you will find me cooking Italian food for friends and family on the weekends. My family is important to me and they help me appreciate how family dynamics can impact a person’s financial decisions. I am passionate about helping you laugh more, live better, and gain confidence in your financial decisions.
LORRAINE’S WORST MONEY DECISION: Splitting the rent on an office space with another business owner. Guess who ended up paying for it all!
LORRAINE’S BETTER MONEY DECISION: Taking a trip around the world after working in Saudi Arabia despite the cost and time. An unforgettable experience!
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.