Your Trusted Personal Financial Planner
Lori Brand has been working as a financial advisor and retirement planner for over 25 years. Her practice centers on helping women navigate the special financial needs surrounding divorce, death of a spouse, or career change. She specializes in helping women shift their mindset regarding money and financial security and specializes in protecting and growing assets throughout retirement.
I started my career in finance as an account executive over 25 years ago with The Travelers Insurance Company. I managed retirement plans for teachers, public employees, and healthcare workers. Later on, I held management positions with both AIG and as a Regional Director with Nationwide Retirement Solutions.
An entrepreneur at heart, I eventually moved toward my dream of owning my own firm and launched SafeChoice Financial Group. I focused my practice on everyday people, and everyday families. I work hard to help families uncover the reasons why they weren’t reaching their financial goals. I began integrating coaching and accountability strategies into my planning. My clients noticed immediate results.
My practice began to shift when I started to notice certain behaviors surrounding money in women who were divorced, (or contemplating divorce) widowed, or in a career transition. These smart, accomplished women were making decisions about their own money, and many for the first time. They were uncertain about financial strategies and options. and some didn’t know the proper questions to ask. Others assumed they didn’t “have enough” to seek out the advice of a financial advisor.
Their needs resonated with me, and I with them. I too had recently divorced and was raising two young daughters, managing a full-time job and a side hustle, juggling bills, and maintaining a home. You see, you are the women I do my best work with, as I am one of you.
We eventually expanded and streamlined our services. SafeChoice Financial Group was acquired by BetterWealth for Women.
Now a full-service, boutique financial planning firm, BetterWealth For Women focuses specifically on the unique financial needs of women.
Lori is the founder of Women, Divorce, and Money, a collective enterprise of thoughts, ideas, research, seminars, workshops, books, coaching, and other related concepts that help women thrive economically, particularly after life-changing events.
She is a champion for women’s leadership and empowerment. Over the last decade, her messages and workshops for women focus on overcoming road blocks to achieving true financial success.
She believes that women “can and must” take the first step toward financial independence to live the life they always dreamed of.
Lori is an accomplished speaker and expert on the topic of Women, Divorce, and the Emotion of Money.*
“Without leaps of imagination or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning.”
Empowering women to thrive financially after divorce or other life’s transition is a passion of Lori’s since going through her own divorce years ago. Her seminar on “Women, Divorce and The Emotion of Money” is a powerful and enlightening look at some of the ways women have used negative thought patterns to sabotage themselves financially no matter their income, background, or ability. This groundbreaking seminar has helped hundreds of women uncover what is standing in their way of achieving financial security. Lori Brand combines her passion, expertise, and personal narrative to deliver dynamic, and highly valuable action steps to start audience members on a path to financial security.
Want Lori To Speak at Your Conference, Organization or School?
Sample Presentation Topics
Women, Divorce and the Emotion of Money
A powerful look at what’s holding you back financially
Your Retirement Purse Strings
Understanding the unique financial challenges facing women during and after divorce
7 Steps to Building Wealth
If you ‘re not where you want to be financially, you’re not doing these 7 things
A New Financial You Post Divorce
Did your ex-spouse call the financial shots?
How to re-calibrate your emotional money set point
Are you looking for a no-cost benefit for your employees? Any one of these workshops can be designed to meet the needs of your female workforce. The content is designed to help women look for real-life road-blocks that keep them from meeting their money goals and achieving true financial security. Reach out today to find out about offering a no-cost workshop for your employees.