Co-President of Connect The Dots
Lori Brand is credited as having the original vision of the three pillars. Connect The Dots can shard information with members to create balance in their lives through spiritual wellness (mind), physical wellness (body), and financial wellness (money). read more about the 3 pillars here
Lori coordinates all communications with the content contributors and content collaborators for Connect The Dots.
Lori also brings Financial Fundamentals to Connect The Dots. She shares her success story and her starting over story to invite her audience to feel free to ask absolutely any kind of financial questions.
Lori is passionate about educating women in financial fundamentals. She helps people invest money that they have and she teaches people how to begin to develop wealth even when they don’t feel wealthy.
Her take-home tips will help remind you about connecting with your financial wealth plans.
Lori Brand is the founder and primary organizer of this Meetup group.
Women in Business, whether you own one, are looking to start one, or work for one, we are a network of women in business looking to grow their bottom line by exchanging ideas and experiences. Live or work in Monmouth County? Stay connected by joining this Meetup group.
SafeChoice Financial Group
As a financial advisor with access to a broad expanse of financial products Lori can help people recognize and achieve their financial goals. She specializes in the women’s market and has helped put many on the path to financial security. She also helps women entrepreneurs by connecting their financial business goals with their personal wealth goals.
But what she is most passionate about is helping people that have experienced a major BLIP in their personal or professional life and feel like they are starting over again. She knows from personal experience that it is never to late to start saving and it’s often a new mindset that you need along with some support and sage financial tips.
Lori is different than other financial advisors in another way – she is not selling any one particular financial “product” but will listen to you and help identify the financial tool that will work with you. There are a plethora of financial tools available: 401K, IRA, Savings, Checking accounts, Insurance, & Securities. Lori is confident that by working together you will become financially literate, will develop a financial mindset and a realistic path towards wealth building.
Lori Brand has been working in the Financial Services industry since 1987, getting her start with MetLife Insurance. She later became Regional Director for insurance and financial giant, Nationwide Retirement Solutions where she was responsible for managing and retaining pension assets for Government agencies, counties and municipalities throughout New York and New Jersey. Now she has her own business, SafeChoice Financial Group – Wealth Building for the Rest of Us.