Lori A. Rutledge

Lori Rutledge has designed this workshop for those who want to create the kind of financial success and harmony they have always wanted.In this workshop you will explore your relationship with money - what it is now and what you would like it to be and learn some techniques to begin manifesting that new relationship.Come and join Lori for this class if harmony in your financial life calls to you!

Facilitator: Lori Rutledge, Esq. has a strong professional background.Co-founder of Chevy Chase Asset Management, LLC in 1999, she has provided investment, tax and financial planning advice to clients for over 21 years.Lori's personal exploration of the energy of money and the law of attraction has led her to expand her understanding of the role of money in her clients' lives.She firmly believes the key to building and maintaining financial abundance is a holistic approach to our relationship with money.
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Our facilitators for this journey are Lori Rutledge and Kathryn Yarborough.
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Lori Rutledge, Esq. has a strong professional background.As a co-founder of Chevy Chase Asset Management, LLC in 1999, she has provided investment, tax and financial planning advice to clients for over 21 years.Lori's personal exploration of the energy of money and the law of attraction has led her to expand her understanding of the role of money in her clients' lives.She firmly believes the key to building and maintaining financial abundance is a holistic approach to our relationship with money.

Lori Rutledge, Esq.

Lori Rutledge, Esq. has an extensive professional background in the financial world.As a lawyer and registered investment advisor, she has worked with clients as a bank trust officer and as an investment advisor in her own firm for over 20 years.One of the founders of Chevy Chase Asset Management LLC of Bethesda, Maryland in 1999, Lori continues today to provide estate, tax and investment portfolio advice to her CCAM clients.

Lori began Financial Harmony in 2006 at the Columbia Center for the Healing Arts.Her mission for her Financial Harmony practice is to work one-on-one with clients, guiding them as they find what financial harmony means for them.In this process, Lori assists her clients with identifying their relationship with money, and the blocks that keep them from having their financial desires.Together, they work on strategies to re-fashion a new relationship with money, and build new effective behaviors to achieve those financial goals.

People work with Lori because she integrates her knowledge of how anyone's relationship with money can be re-crafted with her professional expertise in how to build financial abundance with effective, practical actions.

Lori Rutledge
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Lori Rutledge created her Financial Harmony practice to assist individuals with coming to peace with money in their lives.Lori's experience is that each of us has a system of beliefs about money, and, often those beliefs have created a less than ideal relationship with money.Lori coaches the client to examine and then re-vision the unique relationship the client wants to have with abundance.

Lori and the client explore what the current state of a client's relationship with money is(debt, low income, dissatisfaction, fear of success, etc.), develop a new vision, and create an action plan for integrating new beliefs and practices.Drawing on her two decades of investment and financial planning experience, Lori incorporates the practical knowledge she has to offer with her philosophy of how to come into harmony with money.

As a client, you should expect to commit to a series of appointments over a timeframe worked out with Lori that allows for change to flourish in your financial life.Financial Harmony sessions are sixty minutes and are held at the Columbia Center for the Healing Arts.Appointments may be scheduled by calling Lori at 301 474 6313 or by emailing her at financialharmony@comcast.net.

It is Lori's joy and mission to partner with her clients to create abundance and harmony in their lives.

Please click here for more information about Lori Rutledge

Lori A. Rutledge, Esq.

Lori A. Rutledge, Esq.
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Lori A. Rutledge, Esq., is a Managing Director with Chevy Chase Asset Management.

She graduated in 1983 with a Bachelors in Business Administration/Accounting from Franklin & Marshall College.In 1990, she earned her law degree from Boston College Law School.Lori is a member of the Massachusetts and Rhode Island bars.

Lori has over fifteen years of experience in managing trust and investment accounts.Most recently, Lori served three years as a vice president and trust officer with Farmers and Mechanics Bank of Frederick, Maryland.Prior to her move to Maryland, she was a Vice President and Trust Officer with Fleet National Bank in Providence, Rhode Island.Lori began her career in trust administration in 1984 with Loring, Wolcott & Coolidge, a private trust company based in Boston, Massachusetts where she worked for over seven years.

Lori is a member of the Executive Women's Golf Association, On-Purpose Networking of Baltimore, and serves on the Fundraising Planning Committee of the Light Of Truth Center in Baltimore, Maryland.

Email Lori

Lori A. Rutledge, Esq.

Raymond G. Mancini, Jr. Esq. | Lori A. Rutledge, Esq.
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Lori A. Rutledge, Esq.
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Lori A. Rutledge, Esq.
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Lori A. Rutledge, Esq.

Lori Rutledge is a Managing Director with Chevy Chase Asset Management.She graduated in 1983 with a B.A. in Business Administration/Accounting from Franklin & Marshall College.In 1990 she earned her law degree from Boston College Law School.Lori is a member of the Massachusetts and Rhode Island bars.

Lori has over twenty years of experience in managing trust and investment accounts.Most recently Lori served three years as a vice president and trust officer with Farmers and Mechanics Bank of Frederick, Maryland.Prior to her move to Maryland, she was a vice president and trust officer with Fleet National Bank in Providence, Rhode Island.Lori began her career in trust administration in 1984 with Loring, Wolcott & Coolidge, a private trust company based in Boston, Massachusetts where she worked for over seven years.

Lori is a member of the Executive Women's Golf Association, On-Purpose Networking of Baltimore, WBO of Montgomery County and serves as President of the Parkside at Greenbelt Homeowners Association.

Lori Rutledge has designed this workshop for those who want to create the kind of financial success and harmony they have always wanted.In this workshop you will explore your relationship with money - what it is now and what you would like it to be and learn some techniques to begin manifesting that new relationship.Come and join Lori for this class if harmony in your financial life calls to you!

Facilitator: Lori Rutledge, Esq. has a strong professional background.Co-founder of Chevy Chase Asset Management, LLC in 1999, she has provided investment, tax and financial planning advice to clients for over 21 years.Lori's personal exploration of the energy of money and the law of attraction has led her to expand her understanding of the role of money in her clients' lives.She firmly believes the key to building and maintaining financial abundance is a holistic approach to our relationship with money.