Hourly Financial Planning Without the Sales Pressure — Lori Atwood of Fearless Finance — Entrepreneur Conundrum

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

fearlessfinance.com

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