Sleep Better Knowing Your Family / Business Have a Plan Before Crisis Hits
Go Beyond Tomorrow creates simple plans for personal finances and business continuity—so you move forward confidently.
You’ve built something real. But if you're gone — even for 30 days what happens?
After 20+ years in the financial industry and being let down by it myself I made it my mission to change how families and businesses experience financial "guidance".
I’m honored to serve as a trusted financial resource for the Wounded Warrior Project® and the U.S. Department of Veterans Affairs.
At Go Beyond Tomorrow, we walk alongside you with:
- A do-this-first plan - (for debt, credit, savings, legacy and more)
- Hands-on support - So it gets done, rather than just "Planning it"
- An “If Something Happens” playbook that keeps your family organized.
So why does this matter?
If you don’t have this, your family is left guessing—what bills are due, where the money is, who to call, and what to do first. In a crisis, “we’ll figure it out” becomes late fees, frozen accounts, and unnecessary stress. This system gives them a clear playbook so life keeps moving forward.
Two Systems. One Mission: Protect What You’ve Built.
CHOOSE YOUR Clarity PATH
Financial Rescue Plan (FRP)
If something happens, will your family know what to do, or guess?
** Wishes documented
** Care handled
** Family protected
** And more…
My Continuity System (MCS)
If you vanish tomorrow, does your business survive?
** Succession mapped
** Revenue protected
** Clients retained
** And more…
YOU’VE BEEN AVOIDING THIS FOR YEARS
“I Have Insurance.”
“I’ll Do It Later.”
“I’m Fine.”
And yet… you can’t answer this question: If I don’t come back tomorrow... who takes over, and how?
This isn’t about paranoia. It’s about responsibility.
Your people don’t need a binder. They need a map and a guide.
And you don’t need to do it alone.
Imagine Knowing It’s All Handled.
Calm after chaos
Imagine every account, policy, and document in one place, your team and family both know exactly what to do. That’s what calm feels like.
Real People. Real results.
— U.S. Army Veteran, Wounded Warrior Client —
— U.S. Army Veteran, Wounded Warrior Client —
— U.S. Army Veteran, Wounded Warrior Client —
"If you don’t know where to turn, turn to Miss Lori."
— Northern California Physician —
— U.S. Army Veteran, Wounded Warrior Client —
— U.S. Army Veteran, Wounded Warrior Client —
"I thought I was ‘doing fine.’ The gaps in my plan were terrifying once I saw them. This gave me clarity and peace of mind."
-- Meet Lori -- Founder of Go Beyond Tomorrow
I’ve spent 20+ years in finance, real estate, and insurance and I’ve seen the fallout when there’s no plan in place.
No matter the income, most families and business owners are one emergency away from absolute chaos.
Go Beyond Tomorrow™ exists to fix that — with real systems, built together, for when you can’t come back.
Credentials:
- Licensed Insurance Agent
- Licensed Real Estate Professional
- Financial Strategist
- Former Senior Loan Officer (for almost 20 years)
- Trusted by Wounded Warrior Project, U.S. Veterans, and Physicians
This Is Not Just a Binder on a Shelf
- NO! - Not a course you’ll never finish
- NO! - Not generic templates
- NO! - Not legal advice
**A done-with-you system that gets your overall financial plan in place fast, clear, guided, and built for real life, before the unexpected makes the decisions for you.**