Working with Lorie of Fearless Financial Advisors
Working with me at Fearless Financial Advisors is like having a financial partner who’s equal parts coach, cheerleader, and friend with a calculator. I believe finances don’t have to be intimidating, boring, or something you avoid until tax season. My goal is to help you tackle your financial to-dos with clarity, confidence, and maybe even a few laughs along the way.
When you work with me, you get someone who genuinely cares about your values, your story, and what keeps you up at night. I’m here to make sure you feel heard, supported, and ready to take charge of your financial life. We’ll laugh, we’ll learn, and we’ll turn those “what ifs” into “heck yes, I’ve got this!”
I’m the kind of nerd who thinks spreadsheets are fascinating and actually enjoys YouTube rabbit holes about optimizing financial planning. I genuinely love what I do, and I’m passionate about helping others discover the joy that comes from understanding and taking charge of their financial journey.
Our Fearless Process:
Simple. Clear. Empowering.
Working with us is like having a trusted co-pilot for your financial journey—we strive to provide guidance that helps you navigate your financial journey with greater clarity, confidence, and even a little fun!
Discover & Define
We start with a relaxed, no-pressure chat to get to know you—your goals, challenges, and what keeps you up at night (besides your favorite Netflix series). This is where we uncover what matters most to you and set the stage for your financial journey.
Plan & Personalize
Next, we roll up our sleeves and craft a customized financial roadmap. Whether it’s untangling investments, planning for retirement, or managing life transitions, we break it down into clear, manageable steps tailored to your unique needs.
Take Action & Simplify
Together, we implement the plan, making adjustments as needed and ensuring every decision feels informed and aligned with your goals.We simplify complex financial concepts to help you make informed decisions about your future.
Review & Refresh
Life changes, and so should your plan. We’ll check in regularly to make sure your finances keep up with your dreams. Think of us as your accountability partner, coach, and cheerleader rolled into one.
More About Lorie Jones
I began my love affair with financial services in 2013 in a small Registered Investment Advisory firm in South Denver. I loved helping clients navigate through their financial planning journey so much that I obtained my securities licenses, health, life, accident, property, and casualty insurance licenses in the state of Colorado and completed her CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. I also hold an MBA from Colorado State University.
Outside of work, you’ll find me hiking Colorado’s beautiful trails, volunteering with organizations like Leadership Douglas County and 100 Women Who Care, or spending time with my husband and our big, busy family. I’m a crafting enthusiast who loves turning creative ideas into reality—whether it’s through sublimation printing, laser cutting, or quilting. Give me a blank canvas (or fabric!), and I’m all about making something unique and beautiful. It’s like my financial planning side—precision, creativity, and a whole lot of heart go into every project! At Fearless Financial Advisors, it’s not just about planning—it’s about empowering you to live boldly and fearlessly. Let’s build the future you deserve together!
