A Money Maker Mindset
Why do we make the financial decisions we make?
Your financial journey is about more than just numbers—it's about understanding yourself.
A Money Maker Mindset offers something DIFFERENT - psychology-based, advice-only, fee-only financial guidance that gets to the root of your money mindset.
The best part is you'll experience truly independent, commission-free advice
that puts your success first!
Ready to understand the 'why' behind your money decisions,
shift your mindset and transform your wealth?
Financial Wellness Workshop
Break free from financial stress and discover the psychology behind your money decisions in this judgement free 6-week workshop!
A Money Maker Mindset
Why do we make the financial decisions we make?
Your financial journey is about more than just numbers—it's about understanding yourself.
A Money Maker Mindset offers something DIFFERENT - psychology-based, advice-only, fee-only financial guidance that gets to the root of your money mindset.
The best part is you'll experience truly independent, commission-free advice
that puts your success first!
Ready to understand the 'why' behind your money decisions,
shift your mindset and transform your wealth?
Do you ever feel...
OVERWHELMED when faced with a financial decision, leading to inaction?
SCARED of retirement, unsure if you have saved enough?
DISAPPOINTMENT over not achieving your financial goals?
ANXIETY about unexpected expenses and their impact on your budget?
STRESS from living paycheck to paycheck?
WE GET IT! That's why A Money Maker Mindset provides you with the tools and knowledge to change your financial narrative!
What if you could feel...
EMPOWERED by your financial decisions?
HOPEFUL about improving your situation?
CONFIDENT about reaching your financial goals?
Satisfaction over knowing you will ACHIEVE your financial goals?
Empowering Your Financial Success
A Money Maker Mindset provides coaching and personalized analysis to provide you with support in understanding your finances and obtaining your financial goals without fear of judgment!
A Bit About A Money Maker Mindset
Advice-Only / Fee-Only
Financial Planning
Certified Financial Behavior Specialists
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.
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.
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.
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.
NEW E-BOOK!
Transform your relationship with money from stressful to empowering with this psychology-based approach that replaces restrictive "budgeting" with personalized spending plans that actually work!
