lori j. curtiss

CFP®, FBS®
Founder and Financial Planner, A Money Maker Mindset
Areas of Specialty: Financial Coaching, Financial Psychology, Retirement Planning, Cash Flow Planning

With over 20 years of experience in financial planning, I am dedicated to helping individuals and families achieve financial clarity and confidence. In 2023, I founded A Money Maker Mindset, a transformative approach to personal finance that goes beyond traditional advising.

A Money Maker Mindset is about more than just numbers—it's about understanding the beliefs and biases that drive your financial decisions. By exploring your money memories and past financial choices, we can uncover the patterns that influence your financial behavior. This process allows us to have the tough conversations necessary to build new, positive habits that support your financial goals.

As a financial planner based in Calgary, AB, I am proud to serve clients across Canada. My mission is to empower you to make informed and confident decisions about your money. Whether you're looking to build wealth, plan for retirement, or simply gain a better understanding of your finances, I am here to guide you every step of the way.

Wouldn’t we all love to have a Money Maker Mindset? It's not just a concept—it's a commitment to yourself and your financial future. Let's embark on this journey together and create a roadmap to financial success.

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