From Those Who Have Sat At The Table
Private Advisory perspectives from Founders, Operators, and Leaders.
These reflections come from leaders who have worked with Lori in close proximity, often during periods of transition, growth, or recalibration.
Lori is exceptionally rare.
I’ve worked across business, leadership, and personal development for over 25 years, and I have never encountered anyone with her level of range and precision. Her understanding of business architecture, corporate structuring, and wealth protection is profound, but what sets her apart is how seamlessly she integrates timing, energy, and human systems into that work. The clarity she brings to complex decisions is unlike anything I’ve experienced in nearly three decades of operating at this level.
- Jay N. -
Private Advisory Client | 9 Figure Founder | Multi-Brand Visionary
Lori operates at a level that is difficult to find. She doesn’t just advise on business decisions, she helps you see when and how to make them. That distinction alone has saved me time, money, and unnecessary stress across the board.
- Mark A. -
Private Advisory Client | 8 Figure Founder | Multi-Entity CEO
If only I would have known!! If I would have known the information Lori taught me on how to properly structure and grow my business operations to be protected, I would have saved myself MILLIONS in additional expenses and tax burdens. I’m not a new spring chicken, I’ve been in business for many years and have worked with dozens of industry “experts”. Lori will forever hold the torch that leads the way on how to do business the RIGHT WAY. Thank you Lori!
- Liz H. -
Private Advisory Client | 8 Figure Founder & CEO
Lori has an unusual ability to see what is actually happening beneath the surface.
In moments where complexity made things feel unclear, she brought sharp focus without over simplifying anything that mattered. That alone changed how I approached several pivotal decisions in my business.
- Steven B. -
Private Advisory Client | 7 Figure Founder & CEO
Lori sees systems the way very few people do.
Her ability to read human dynamics, timing, and architecture simultaneously changed how I approached several high stakes decisions. She helped me see what mattered, what didn’t, and where misalignment would have cost me tons later.
The knowledge and clarity she brings is rare, especially at this level of responsibility.
- Rowan G. -
Private Advisory Client | 8 Figure Founder | Multi-Entity CEO
If you own a business, you cannot afford to not work with Lori. I’ve been in business 18 years and while I’ve done well, there’s never been enough profits to pay myself enough to consider myself well off. I thought I was doing it all right. I had the accountant, lawyer, bookkeeper, staff, and assistant. What I didn’t have was LORI. Within the first few weeks of working with Lori, I had more growth in my business than I had in years. By the time we finished working together, I restructured my business into a full scale operation that is working almost completely without me. The time I have now to do more creative ventures and invest back into the business is incredible! I can’t believe how much my life changed in such a short period!
- Lisa B. -
Private Advisory Client | 7 Figure Founder & CEO
Lori is a dark horse! She is the real deal and anyone who gets the opportunity to work with her is blessed. I’ll admit, I had my preconceptions and hesitated on working with her for weeks. Let me tell you, the first meeting alone paid for my investment ten fold! I took her advice and ran with it and increased my revenue by 35% within 45 days! If you are on the fence about working with Lori, you can’t afford NOT to!
- Elliot B. -
Private Advisory Client | 7 Figure Founder & CEO
This was not surface level strategy. Lori helped me understand where my decisions were being distorted and how to realign my business without burning everything down. The clarity I gained has had long term impact across my business operations.
- Susan H. -
Private Advisory Client | 8 Figure Founder | Multi-Entity CEO
Lori came highly referred to me from a very respected business owner in our town. Her background in real estate alongside her ability to structure and scale multiple businesses created a gold mine for us. We had no idea some of these options were even possible for us! Lori’s patient, kind and effective way of communicating very complex calculations and strategies in a simple way is mesmerizing. We have gone all in on our investments, tripled our assets, increased our revenues by 40% and did it all without adding a single cent towards paying more taxes! Thank you, Lori!
- Bill K. -
Private Advisory Client | 7 Figure Founder | Multi-Entity CEO
My time working with Lori was one of the best experiences I’ve had in business. She goes above and beyond and pours into her work. There’s no question that she is worth every penny she charges. As a long time event planner who has had my fair share of flopped events, Lori’s ability to use astrology to time events and launches inside my business blew my mind! Having the ability to tap into consumer behaviour cycles in such a clear and astute way not only allowed me to comfortably launch and hold events, but also put me way ahead of all my competitors. I will forever use Lori’s services to help plan ALL of my business ventures moving forward.
- Cameron L. -
Private Advisory Client | 7 Figure Founder & CEO
Lori helped me see my business from a higher vantage point. What I thought were time and execution problems were actually structural issues that needed to be addressed differently. Her ability to pinpoint where things were breaking down allowed me to simplify, realign, and make changes that immediately improved how the business functioned. The value was clear early on.
- Tim K. -
Private Advisory Client | 7 Figure Founder & CEO
Lori’s ability to combine astrology cycles and high level business strategy is so far advanced of most business advisors. We brought Lori in to work with our shareholders. She went above and beyond for us and created out of the box solutions and paths forward using astrology! How!? I have no idea. But it worked! That side of the business has had a 7X jump in profits since working with Lori three months ago. Lori is unbelievable at her craft, and the way she infuses timing cycles into business is second to none.
- Melissa M. -
Private Advisory Client | 8 Figure Founder | Multi-Entity CEO