Running a business takes guts, and the money side can feel overwhelming when no one explained the basics. I started Summit Ready Financial to make taxes, saving, and retirement simple, doable, and empowering.
My superpower? Breaking down complicated financial stuff in plain language. No jargon, no judgment.
Think of me as your financial trail guide: helping you find the path, prepare for the climb, and celebrate at the summit.
Hey, I’m Lora
MEET YOUR GUIDE
o
cpa, professional educator
Running a business takes guts, and the money side can feel overwhelming when no one explained the basics. I started Summit Ready Financial to make taxes, saving, and retirement simple, doable, and empowering.
My superpower? Breaking down complicated financial stuff in plain language. No jargon, no judgment.
Think of me as your financial trail guide: helping you find the path, prepare for the climb, and celebrate at the summit.
Hey, I’m Lora
MEET YOUR GUIDE
o
cpa, professional educator
If these sound familiar...you're not alone.
If these sound familiar...you're not alone.
Is this a write-off?
Quarterly taxes?! Uh-oh...
I will save when I make more money
Money talk = instant anxiety
I am overwhelmed...
imagine feeling...
Clear on where your money is actually going.
Confident about what to set aside for taxes.
Ready to tackle money challenges without the overwhelm.
Excited about saving for your future (not stressed about it!)
That's what Summit Ready Financial is all about.
imagine feeling...
Clear on where your money is actually going.
Confident about what to set aside for taxes.
Ready to tackle money goals without overwhelm.
Excited about saving for your future!
That's what Summit Ready Financial is all about.
work with me
A free financial snapshot to help you understand where you are, what applies to you, and what to focus on next — without jargon or judgment.
Map Your Money (free)
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A practical starting point for independent service providers who want clarity around taxes, write-offs, and paying themselves — with simple systems that fit real life.
Financial trainings for entrepreneurs, schools, and teams focused on real-life money skills — with tools you can use same-day.
FINANCIAL FOUNDATIONS KIT
GET GROUNDED
Workshops & Trainings
GET SUPPORT
LEARN MORE
LEARN MORE
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Service Provider
Jamie R.
Before working with Lora, I felt stressed and unsure about my finances. She made everything feel approachable and clear, and I finally understood what was actually in my control. I walked away feeling confident, prepared, and supported every step of the way.
master stylist
Kate D.
As a young entrepreneur, I felt lost navigating taxes and contract work. Lora is patient, kind, and incredibly knowledgeable. She’s supported me through multiple business ventures and major life changes, and working with her has given me peace of mind so I can focus on what I do best.
Client Success Stories
- Understand what’s a write-off (and what’s not)
- Save enough for taxes without panic
- Pay yourself with confidence
- Build a foundation for retirement
Entrepreneurs & Small Biz Owners
Taxes, write-offs, paying yourself, saving. It doesn’t have to be overwhelming. I’ll show you simple systems that make sense.
money clarity for your biz
- Understand what’s a write-off (and what’s not)
- Save enough for taxes without panic
- Pay yourself with confidence
- Build a foundation for retirement
Entrepreneurs & Small Biz Owners
Taxes, write-offs, paying yourself, saving. It doesn’t have to be overwhelming. I’ll show you simple systems that make sense.
money clarity for your biz
- Guest workshops for schools
- Custom sessions for teams
- A value-add to your existing curriculum
- Practical tools students can use now
schools & employers
Financial literacy is often missing from the classroom. My workshops teach money in plain English, with tools that work in real life.
money skills for your students & employees
- Guest workshops for schools
- Custom sessions for teams
- A value-add to your existing curriculum
- Practical tools students can use now
schools & employers
Financial literacy is often missing from the classroom. My workshops teach money in plain English, with tools that work in real life.
money skills for your students & employees
Here’s the truth: I’ve seen wayyy too many smart, hard-working people freeze up when it comes to money. They know they should be doing something more with it, but they're not sure what, and they're afraid of getting it wrong. I get it.
There’s so much shame, blame, and confusion wrapped up in finances. As a CPA and university accounting instructor, I’ve had students whisper things like, “I feel dumb asking this, but…” And I’ve worked with business owners who are incredible at what they do but completely overwhelmed when tax season rolls around.
That’s why I started Summit Ready Financial: because money doesn’t have to feel scary or out of reach. I love seeing the moment when it clicks for someone, when the stress melts away and they realize, “Oh… I can actually do this.”
That’s the spark that keeps me doing this work.
Money touches every part of life. but for most people, no one ever taught us how to handle it.
Feeling unsure about your business (let's be real...and personal) finances? Map Your Money gives you a clear, bird’s-eye view of income, expenses, and taxes so you know what applies to you and what to focus on next.
Map Your Money: Financial Snapshot
A simple & powerful place to start
