take your money
off autopilot

Hi! I’m Lori Schwarz a financial coach and licensed real estate agent!

My goal is to make sure you take your money off “Auto-Pilot” and put it to work for you. Whether you need help setting up a budget, getting out of debt, building wealth, I'm here to help! I meet clients on a monthly basis to stay focused, offer encouragement, answer questions, and provide guidance.

Money success is not about how much money you make; it’s about how much money you keep. It is also about having a short and long term plan. I want to make sure you are ready for whatever life throws your way financially.