Fearless Finance: Finding Money Happiness w/ Lori Atwood
What if financial advice was accessible, judgment-free, and tailored to wherever you are on your money journey? In this episode of Next Steps Forward, Dr. Chris Meek welcomes Lori Atwood, CFP® and founder of Fearless Finance, a firm dedicated to bringing “money happiness” to everyone. Lori shares her unique approach to financial planning, offering hourly, virtual, fiduciary guidance with no sales, no commissions, and no minimums. Drawing on nearly 25 years of experience, from telecom investment banking in Europe, to serving as CFO of a startup, to managing assets for high net worth families, Lori helps individuals and small businesses understand their finances, set meaningful goals, and create plans that actually work.
Lori will discuss practical strategies for budgeting, saving, investing, and planning for retirement, and shares how Fearless Finance meets clients exactly where they are, whether they are building wealth or managing existing assets. Along the way, she also offers insights into her journey in finance, her passion for helping people feel confident about money, and a glimpse into her life outside of work. Discover how to take control of your financial future, achieve your goals, and experience true financial wellbeing, no matter your starting point.
About Lori Atwood: Lori Atwood, CFP® is the founder of Fearless Finance, whose mission it is to bring money happiness to absolutely everyone. Lori founded Fearless Finance to provide fiduciary, hourly, virtual financial planning advice to people who felt expert financial advice was out of reach. No sales, no commissions, no minimums and no judgment. We meet our clients where they are on their financial journey. Fearless Finance has registered financial planners located nationwide who work with individual clients and small businesses on financial planning, budgeting and forecasting, debt, savings, goal setting, investments and retirement planning. We help clients understand their financial situation, make a plan to achieve goals and maintain and enhance their financial wellbeing, no matter whether you have lots of assets or are still building your wealth.
Lori Atwood started Atwood Financial Planning, LLC in 2016, and she has worked in finance for almost 25 years. The firm now operates under the brand Fearless Finance. Lori started her finance career in telecom investment banking in Europe. She then became the CFO of a 20-person internet start-up where she oversaw the sale of that company to a publicly traded company. After the sale, Lori went back to banking as an investment consultant managing assets for institutions, foundations and high net worth families. Lori also worked with a private equity firm to place capital in emerging markets.
Lori has an undergraduate degree from the University of Pennsylvania and a Master’s degree from Georgetown University. In her free time, she loves to cook, go to boot camp and most of all, spend time with her husband and daughter. Lori is a CFP® Professional and Atwood Financial Planning, LLC is a Registered Investment Adviser with the SEC.