Hi! I'm Lori, 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.
Contact me today and embark on your path to a prosperous future.
FAQs
What is the difference between an Advice-Only Financial Planner, Fee-Only Financial Planner, and a Commission Based Planner?
Advice-Only and Fee-Only Financial Planners are interchangeable. These planners are compensated solely by the fees paid by clients for their advice. As an Advice Only planner, I do not receive commission or any other form of compensation from selling financial products, thus resulting in advice that is transparent and unbiased.
Planners at banks and wealth firms are typically compensated through the commission they earn selling financial products. They may offer free advice, but the expectation is that they will be paid when you purchase financial products from them.
The key takeaway is that both "Advice-Only" and "Fee-Only" financial planners in Canada prioritize providing unbiased advice for a fee, rather than relying on commissions from product sales. This model aims to align the planner's interests with those of their clients.
What makes A Money Maker Mindset different?
My approach to financial planning is different because 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, instead of just following what society says you should do.
It's not enough to just make a plan; this approach helps you actually make the changes needed to reach your dreams. Many financial plans get made, but never followed, this approach focuses on the actions needed to follow the plan. Plus, it understands that money is tied to emotions and habits, so it helps you overcome those mental blocks that can hold you back. Basically, it's about taking control of your financial future in a way that feels authentic to you.
Anon
"This assessment was really powerful in helping me understand my money mindset and some of my deep-seeded beliefs about money. The exercises made me uncomfortable (in the best way) and really helped me see what is standing in my way of a positive money mindset. It allowed me to reflect and dream. Throughout the process, Lori was compassionate, judgement-free, and really wanted to help."
Valerie T.
"I have been working with Lori for about 20 years now, and partnering with her has completely transformed my financial health. My husband and I have been wage earners for most of our careers, relying on company-matching RRSPs, our own RRSPs, TFSAs, and savings for our retirement. Lori has helped us manage it all with expertise and dedication. She has shown us that slow and steady wins the race! Thanks to Lori's expert advice and the support of our accountant, my husband and I can confidently say that our retirement is secure and prosperous."
Stephen Q.
"Thanks for leading me through the personal psychology assessment! The process was fun and it looked at things through a unique lens that was very insightful. The assessment applies to everyone regardless of their age and where they are at on their financial journey. You were great to confirm some of my strengths and point out potential blind spots for me as I plan the rest of my financial future."