About Lori
I learned the hard way what can happen when you trust the wrong advice. A financial advisor’s bad strategy cost my husband and me over $110,000 — and it changed everything about how I serve my clients today. That experience is why I built the Financial Rescue Plan™ and My Continuity System™ — to give families and business owners the protection, clarity, and confidence I wish we’d had. Because life doesn’t give you a warning — but with the right plan, it doesn’t have to catch you unprepared.
Founder of Go Beyond Tomorrow™, creator of the Financial Rescue Plan™ and My Continuity System™, dedicated to providing financial clarity and financial guidance.
🔑 Go Beyond Tomorrow isn’t just a plan, it’s a movement!
The Mission: Bring Clarity Home — Before Crisis Does
💬 “You gave me a clear path to financial clarity. For the first time, I felt seen, supported, and finally in control with your financial guidance and the financial rescue plan you provided.” — U.S. Army Veteran
Protecting What You’ve Spent a Lifetime Building
💬 “I was earning well but had no real strategy for achieving financial clarity. Lori provided me with the financial guidance I needed and helped me organize everything — including blind spots I didn’t even know were there, ultimately leading to my financial rescue plan.” — Physician, CA
When Leadership Ends, Legacy Takes Over
When Leadership Ends, Legacy Takes Over
💬 “I thought I was prepared — until I saw the gaps. This financial rescue plan provided me with the structure and clarity I needed, along with the financial guidance to ensure my team and my family won’t be left scrambling.” — Business Owner, CA