Kari Lorz

Financial Services Professional & Financial Literacy Advocate

Personal Notes

I know all about us moms trying to balance life. Between work, parenting, being a good partner, and taking care of the home (oh ya, and finding “me time” too). You don’t have the time, the energy, or the mental bandwidth to deal with money woes.

But I also know that “doing a budget” and “setting up savings accounts” have been on your to-do for forever! You see it every day, looking back at you from your never-ending list, but you can’t seem to get up the courage and motivation to actually do it.

Don’t worry, I love to-do lists, and I can help you tackle all the money questions you have – as easily and quickly as possible! Yup, we’re doing this together, and we’re doing it today so you can do what needs to be done and get back to enjoying your family time. Or, you can actually start planning that palm tree & white sand vacation that you’ve always been dreaming of – because we’re making that dream vacation a reality, and we’ll start saving for it right now!

Bio

Kari is an NFEC Certified Financial Education Instructor and the founder of Money for the Mamas, a community dedicated to helping moms (just like you) build a secure financial future for your family. Through easy-to-understand education, simple budgeting, and saving printables, she can help you organize your finances, uncover your big goals, and help you achieve them through a strategic planning roadmap. Kari’s dedication to helping others comes from years of experience with business and community involvement – assisting nonprofit organizations with resources and funding to help their clients with food security, affordable housing, finding medical care, and the tools to become financially stable. Kari has a special interest in helping families with disabilities plan for the long-term of their loved ones and has experience with the needs of military families. Kari holds a Masters in Business Administration degree and, combined with decades of experience in customer service, means she knows how to communicate, guide, and motivate those who reach out for financial education. Kari wants every person to know that learning about money and using it to better your life is within your reach. You are smart enough, strong enough, and more than capable of changing your life.

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