A Money Maker Mindset is dedicated to making quality financial advice accessible to everyone, not just the wealthy. Founded by Lori Curtiss, a seasoned Certified Financial Planner and Financial Behavior Specialist, this Calgary-based firm combines traditional planning with insights from financial psychology. Lori recognizes that understanding your unique money story is crucial to achieving financial confidence and success.
With over 20 years of experience in the financial industry, Lori helps everyday Canadians navigate their financial journeys. Her focus is on providing objective, fee-only advice that puts clients' goals at the forefront. A Money Maker Mindset aims to create personalized financial plans that fit real lives rather than impose generic formulas. Through a judgment-free approach, clients can build clarity, confidence, and healthier relationships with their finances.
With over 20 years of experience in the financial industry, Lori helps everyday Canadians navigate their financial journeys. Her focus is on providing objective, fee-only advice that puts clients' goals at the forefront. A Money Maker Mindset aims to create personalized financial plans that fit real lives rather than impose generic formulas. Through a judgment-free approach, clients can build clarity, confidence, and healthier relationships with their finances.
