Schedule an appointment for your free financial success assessment!

Financial planning is all about defining your goals and creating a strategy to reach those goals. Let’s get your future on track!

1. Schedule a free financial success assessment.

To schedule an assessment, fill out the form on this page, or contact us.


2. Talk with Mark Lorenz about your financial situation and goals.


3. Receive and review your custom financial success guide!

* By providing Lorenz Financial with your mailing address, telephone number or email address, you agree that Lorenz Financial may contact you by any of these means in connection with your use of this website.  From time to time you may be offered Lorenz Financial products or services until you withdraw your permission by contacting us directly.