Before the numbers...
Your
Money
Story
Matters
More Than Your Net Worth
Why do smart, capable people still feel stuck with money?
Because money isn’t just about numbers - it’s shaped by psychology, lived experience, and the beliefs we carry with us.
A Money Maker Mindset offers advice-only, fee-only financial guidance that gets to the root of your relationship with money and helps you build a plan that truly fits your life.
There are no commissions and no hidden agendas, just independent, expert financial advice designed for real people, with your goals at the center.
If you’re ready to understand the why behind your money story, shift your mindset, and create meaningful, lasting change with your finances, you’re in the right place!
START YOUR 7 DAY FREE TRIAL
Financial Wellness Workshop
Break free from financial stress and discover the psychology behind your money decisions in this judgment-free 6-week workshop!
Our approach to financial planning is different.
It's not just about numbers; it's about figuring out what you really WANT from life and then making your money work for those goals.
WHAT MAKES US DIFFERENT
A Bit About A Money Maker Mindset
Advice-Only / Fee-Only
Financial Planning
As Advice-Only / Fee-Only Financial Planners we focus on one thing: providing advice. We do not sell investment products, and unlike other financial advisors, do not receive commissions or referral fees for our services. In this sense, we are truly objective and independent.
Certified Financial
Behavior Specialist
A Certified Financial Behavior Specialist (FBS®) provides financial consulting services conferred by the Financial Psychology Institute. As an FBS we will dig much deeper than a Financial Planner into the "why" behind your financial decisions.
Who We Are & What We Do
We all dream of accumulating enough personal wealth to create a successful life for ourselves and our family. How we go about creating wealth, saving, and investing are heavily influenced by our perception of money and the world of personal finance.
Lori Curtiss is a seasoned Certified Financial Planner (CFP) and a Certified Financial Behavior Specialist (CFBS) who leads people through a Money Maker Mindset and on a captivating journey into the realm of Financial Psychology where the intersection between financial decision-making and the intricate workings of the human mind is explored. This transformative narrative uncovers the hidden motivations and subconscious patterns that shape personal financial behaviors.
How it Works
Most financial planning is built for wealthy households and delivered through large institutions. I believe regular people deserve real financial planning, personal attention, and advice that fits their life, not a generic formula.
We start with a conversation about what matters to you. Your goals, your values, your priorities, and the life you want to build. Then we look at your full financial picture, income, spending, savings, investments, debt, and upcoming decisions.
From there, I create a personalized advice only financial plan designed around you. No product sales. No commissions. No pressure to follow someone else’s version of success. Just clear recommendations and practical next steps that help you move forward with confidence.
As a fee only, advice only financial planner, my focus is simple. Help you make thoughtful money decisions, reduce stress, and build wealth in a way that feels aligned and sustainable.