Fear Less, Live More: Lorie Jones on Building Financial Confidence

"You deserve a seat in the driver's seat of your financial future — not as a passenger, and definitely not hitchhiking."

In this eye-opening and empowering episode, Stacey welcomes Lorie Jones, a Certified Financial Planner and the founder of Fearless Financial Advisors, to discuss the fears, myths, and realities surrounding women and money. With warmth and humor, Lorie shares her personal journey from stay-at-home mom to financial expert, demystifies the world of investing, and emphasizes a values-based approach to financial planning. Together, they tackle the stigma many women feel around money management and shed light on how financial planning is not just about numbers — it's about making your dreams come true. Whether you're starting late, rebuilding after a life transition, or just ready to stop DIY-ing your financial life, this conversation will inspire you to fear less and plan more.

What You'll Learn:

• Why many women feel intimidated by financial planning and how to overcome that mindset
• The critical importance of finding a CFP who prioritizes education over sales
• How to plan financially according to your personal values, not someone else's
• Common fears and anxieties women face around money and how to tackle them
• Why it's never too late to start, and how even small steps can make a big difference
• The gender gap in financial planning and why more women are needed in the industry
• How to vet a financial planner and spot red flags
• The power of having an advisor who meets you where you are and grows with you
  
  

Lorie Jones is a Certified Financial Planner (CFP), MBA, and founder of Fearless Financial Advisors. With a passion for helping women take control of their financial futures, Lorie takes a values-based, client-first approach to wealth planning. She is also the host of the "Fearless Females" podcast, where she amplifies women's voices in finance. From demystifying investments to empowering her clients to take that first step, Lorie believes finance shouldn't be scary — it should be a tool for realizing your dreams.

Connect with Lorie Jones:

• Website
• Podcast
• LinkedIn
• Instagram: @lorie_fearless_females

Resources & Links:

• CFP Certification Info: letsmakeaplan.org
• Advisor Check Tools: BrokerCheck | Investment Adviser Public Disclosure

If this episode sparked something in you, don't wait. Take the first step toward understanding and owning your financial future. Subscribe to the show, leave a review, and share this episode with a woman you care about. Let's normalize financial empowerment — one fearless conversation at a time.

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