Meet Lori
Hello, I'm Lori Curtiss, founder of A Money Maker Mindset.
At my core, I believe that achieving financial success starts with understanding your relationship with money. I offer Financial Psychology Assessments, a unique tool designed to uncover the deep-seated behaviours influencing your financial decisions.
Ever wonder why you feel nervous when making certain financial choices? Our assessments provide clarity by delving into the psychology behind your money mindset. Whether it's impulse spending, fear of investing, or other behaviours, we identify the root causes, empowering you to make informed changes.
But I don't stop there. A Money Maker Mindset goes beyond diagnosis. I am here to guide you through a transformation with personalized financial coaching. I work with you to break free from habits that may be holding you back, replacing them with strategies that align with your financial goals.
Picture a life where you're in control of your money, making decisions that propel you toward success. That's the vision I am passionate about turning into reality. Join me at A Money Maker Mindset, where we're not just about wealth; we're about understanding and mastering the psychology of your financial journey. Let's create a mindset that turns every dollar into a step toward financial freedom.
Visit me today and embark on your path to a prosperous future.
Advice Only Financial Planning
An Advice-Only Financial Planner focuses on one thing: providing advice. They do not sell investment products, and unlike other financial advisors, do not receive commissions or referral fees for their services. In this sense, they are truly objective and independent.
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 and a Certified Financial Behavior Specialist 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.
Certified Financial Behavior Specialist
A Certified Financial Behavior Specialist (FBS®) provides financial consulting services conferred by the Financial Psychology Institute.
A FBS will dig much deeper than a Financial Planner into the "why" behind your financial decisions.
How it Works
Lori meets with clients 1:1 to provide an overview of the process and to introduce them to several self-assessment tools. Once completed, she puts together a personalized report to help clients unravel the "why" behind their financial choices and helps clients to break free from the constraints of illogical and impulsive financial decisions in order to grow personal wealth. The "Creating a Money Maker Mindset" process is of value to individual self-investors of any age. The process is also helpful to financial advisors as it arms them with insights and tailored solutions to empower clients to make more rational and informed financial decisions.