Who we serve
Individuals
Build a more stable financial future with our personal tax, financial planning, and wealth management solutions.
Businesses
Integrative financial solutions for startups and established businesses to make more confident and strategic business decisions.
Tribal owned businesses
Specialized services to improve the financial well-being, economic development, and sovereignty of Tribal communities
“Without Lorilyn’s expertise and professional guidance, I would not have had the support I needed to start and grow my own company.”
Lisa
Owner of Julep Analytics & Strategy
“Our relationship [with Lookahead] goes beyond business planning. It has become a true partnership where we have built a solid business foundation that will support our successful growth!"
Franklin Moore
Sunsource
"Working with Lookahead has transformed the way we see our business."
Adam Helweh
Secret Sushi
SERVICES
How we help
Get the right financial services at the right time to serve your specific (and ever-changing) needs.
Our process
How we work with you
Our advisors help organize your financial life with a proven methodology that integrates seamlessly into your operations.
1. Meet with the right financial advisor
Before working with us, we learn about your financial situation, systems, and expectations. You also get to know us to decide if we’re the right fit.
2. Create, review, revise
Effective financial management relies on a consistent rhythm—run, report, review, and revise. While you focus on the day-to-day, we handle reporting, review results, and recommend next steps.
3. Adapt to your ever-changing needs
We grow with you. Our in-house specialists make expanding services simple as your life and business evolve.
- All
- Accounting & Taxes (2)
- Budgeting and Forecasting (4)
- eBook (2)
- Financial Planning (7)
- Investment Strategies (1)
- Resources (3)
- Tax Advice (1)
- Video (1)
Financial Planning
What is a Diversified Portfolio and How it Minimizes Risk
Portfolio diversification is critical to reducing risk in your investments. Learn the basics of this concept and how to apply it to your current investment...
Accounting & Taxes
When to Hire a Tax Professional Vs. Self Prepare
Should you hire a tax professional or self-file your taxes? It's a question millions of Americans ask every year. And the answer comes down to...
Resources
How to Forecast Profits and Cash [Video]
Learn how to forecast profit and cash for your business with this step-by-step guide.