True legacy is peace and clarity your family can count on tomorrow.
The Financial Rescue Plan™ is a simple, done-with-you system that organizes your family or business in under 60 days.
Six figures should feel like freedom — not fear.
If one emergency could unravel everything, it’s time for a real plan.
The Financial Rescue Plan™ is your step-by-step clarity system to organize your income, protect your assets, and finally give your family peace of mind — before life forces you to.
✅ One simple binder
✅ One clear plan
✅ Everything protected — finally
You’ll walk away with:
- An emergency fund that fits your real life
- A clear roadmap to organize accounts, debt, and decisions
- The peace of mind your family needs when life throws the unexpected
💬 Real People. Real Peace of Mind.
“You gave me a path forward. I felt seen and supported.”
— U.S. Army Veteran
“I was earning well but had no strategy. Lori helped me organize everything — even what I didn’t know I was missing.”
— Physician, CA
Trusted by professionals, business owners, and families who want to build a legacy — not live in survival mode.
💼 What The Financial Rescue Plan™ Actually Gives You
You’ve built the income. Now it’s time to protect it.
✅ Clarity on where you’re financially exposed
✅ Control over your income — not just your spending
✅ Confidence to stop guessing and start building
✅ No lectures. No jargon. Just the truth — and a system that works
If your family needed to access your financial life tomorrow, would they know where to start?
Your spouse. Your kids. Your business partner.
They’d be grieving… and guessing.
The Financial Rescue Plan™ removes the panic.
One binder. One system. Everything they need — exactly when they need it.
✅ Stop the scramble.
✅ Stop the slow leaks.
✅ Start protecting what you’ve worked so hard to build.
👤 Who Is This For?
This isn’t budgeting 101.
It’s a step-by-step system for high-income families and professionals who feel exposed — and want real control.
Families earning $150K+ who feel “behind” but can’t explain why
Business owners juggling income, taxes, and risk with no structure
Professionals who’ve outgrown budgeting apps but aren’t ready for a CFO
👉 If that’s you, let’s fix it before life forces you to.
👋 About Lori
I’m not here because I love spreadsheets.
I’m here because a financial advisor gave my family a plan that helped him — and hurt us.
He hit his quota. We paid the price.
That was my wake-up call. Now I’m here to make sure it’s not yours.
For 20+ years, I’ve helped high-income families and business owners:
✅ Organize their financial life
✅ Protect what matters most
✅ Build a legacy they actually understand
No pressure. No jargon. Just clarity, trust, and a system that works.
As a trusted financial resource for the Wounded Warrior Project, I’ve worked with veterans overwhelmed by debt and uncertainty. Together, we created a path forward — one clear step at a time.
Still thinking? 👉 Let’s talk It's just 15-minute
Better yet, see us in person! Click on Drop Us A Line!
🔔 Still thinking?
Every hour you wait is costing you.
🔴 → Book Your Free 15-Min Wake-Up
It’s your $1,500 clarity call.
Take control, protect what matters and stop the leak — starting today.
💬 Real People. Real Peace of Mind.
“You gave me a path forward. I felt seen and supported.”
— U.S. Army Veteran
“I was earning well but had no strategy. Lori helped me organize everything — even what I didn’t know I was missing.”
— Physician, CA
You’ve built a good life.
Don’t let one unexpected event unravel it.
Financial Rescue Plan
10061 Talbert Avenue Suite 315, Fountain Valley, CA, USA
Hours
Open today | 09:00 am – 05:00 pm |
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We don’t give tax or legal advice. Please consult your own professionals.
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