Lori Atwood is the founder and CEO of Fearless Finance, a fiduciary financial planning firm offering hourly advice without sales pressure, minimums, or judgment. With 25+ years in finance (including investment banking, asset management, and private equity), Lori founded Fearless Finance to change how people access financial guidance—especially during the messy middle of life and business growth.
Key Discussion Themes
- Why Lori built a firm that doesn’t sell products or manage assets under management
- The “asset accumulation” stage: real-life planning for ages ~28–55
- A simpler alternative to detailed budgets: one discretionary pool that keeps the plan intact
- The most common planning friction: arriving with a “non-negotiable everything” mindset
- How to know when you can quit your job and go full-time on a business idea
- Salary vs. growth: modeling costs, customer acquisition, and expansion timing
- Why happiness impacts finances more than most people want to admit
Listener Takeaway
If you want your finances to feel calmer, the goal isn’t perfection—it’s clarity. Know your runway, simplify your spending system, and make decisions that reduce stress instead of compounding it.
Guest Website
Guest Social Links
Instagram: https://www.instagram.com/fearlessfinance/
Facebook: https://www.facebook.com/fearlessfinance
TikTok: https://www.tiktok.com/@fearlessfinance
LinkedIn: https://www.linkedin.com/company/fearless-finance/
CTA
Want to explore hourly fiduciary planning? Visit fearlessfinance.com and use Virginia as the promo code for $50 off your first meeting.
Virginia Purnell
Funnel & Visibility Specialist
Distinct Digital Marketing
(833) 762-5336
virginia@distinctdigitalmarketing.com
