Setting financial goals is an important step toward becoming financially secure. If you don’t have your financial goals outlined, then you’re more likely to spend more than you should. When it comes time to make a large purchase such as a home, paying for a child’s wedding, or you need to tap an emergency fund for an unplanned expense, you might come up short. Not having financial goals is like a road trip without a destination.  Only you may be doing yourself a disservice when it comes to a sound financial future. 

Do you want to be more successful?

You’ve come to the right place. BetterWealth for Women is a financial planning company that specializes in helping women achieve their goals and live the life they deserve. We offer comprehensive, personalized advice on how to make your money work harder for you so that you can focus on what matters most.

Lori specializes in helping you set and reach your goals by providing guidance every step of the way. From retirement planning to estate management, we have solutions tailored specifically for women who are ready to take control of their finances and live a better life today than yesterday!

At BetterWealth for Women, goal setting is an integral part of our financial planning process.  We take the time to make sure we outline goals that you should have, (like an emergency fund and retirement fund) as well as the goals you want to achieve, such as a second home or a vacation.