I built A Money Maker Mindset because everyone deserves financial advice, not just the wealthy. .
Let's ConnectMeet Lori Curtiss, Advice Only Financial Planner in Calgary
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Hi, I'm Lori, an advice only financial planner in Calgary and the founder of A Money Maker Mindset. I spent more than 20 years in the traditional financial industry, and one thing became very clear to me. The system was built to serve people who already had wealth. If you had assets to invest, doors opened. If you did not, you were often left with generic advice, high pressure sales tactics, or nowhere to turn at all.
I created A Money Maker Mindset to change that.
I help everyday Canadians who feel like they are doing their best but still not getting ahead make clear, confident financial decisions without being sold products.
I am a fee only, advice only financial planner who blends traditional financial planning with financial psychology. Because real financial confidence does not start with spreadsheets. It starts with understanding your money story, the patterns you learned growing up, and the emotions and nervous system responses that show up every time you try to budget, invest, or make a big decision.
I work with clients across Canada through virtual financial planning.
Why Working With an Advice Only Financial Planner Matters
Many people start searching for a fee only or advice only financial planner because they want guidance they can trust, without being sold products.
As an advice only financial planner, I do not sell investments or products. I do not earn commissions. My guidance is completely impartial, transparent, and focused on your wellbeing.
My role is to sit on the same side of the table as you and provide financial planning that supports your goals instead of someone else’s sales targets.
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What I Believe
• Money is a tool that should support the life you want
• You are more capable than you think
• Financial planning should be trauma aware, values driven, and free of shame
• Everyone deserves access to high quality financial advice, not just the wealthy
What an Advice Only Financial Planner Can Help You With
As an advice only financial planner, I help you make decisions about saving, investing, retirement planning, and spending with confidence.
I help you understand the psychology behind your financial decisions. I help you build healthier habits. And I help you create a plan that fits your goals, your nervous system, and your real life, not some idealized budget on paper.
If you are looking for an advice only financial planner in Canada who understands both the numbers and the emotions behind them, you are in the right place.
I work with individuals and couples who want clarity, not complexity, and guidance they can actually follow.
If you’re ready to start building clarity, confidence, and a healthier relationship with money, you’re always welcome to reach out.
You can learn more about my financial planning services here.FAQs
What is the difference between an Advice-Only Financial Planner, Fee-Only Financial Planner, and a Commission Based Planner?
What makes A Money Maker Mindset different?
Where are you located?
We offer FREE consultations for first-time clients!
GET IN TOUCH
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.
Carla D.
Lori's Financial Planning Workshop included a number of tools and exercises to help me "get my head out of the sand" when it comes to my finances. She provides a very comfortable atmosphere that enabled all of the participants to feel safe in sharing openly. I often find myself thinking about the workshops in my day-to-day life and making better decisions that are more in line with my values. I would highly recommend attending this workshop.
Carole F.
Working with Lori Curtiss at Money Matters has made money decisions so much more comfortable for me! I think that I had a fear of money, had little knowledge about how money works and how to prepare for retirement. Over the course of the last six months Lori has been there to review, guide and suggest changes to investments that gave give me piece of mind. Thanks Lori!
Phil N.
Lori is an incredible resource! She walked me through the process from the start to finish with knowledge, friendliness, and professionalism. If you require financial advice and an expert opinion with solid recommendations, A Money Maker Mindset is the place!
Erin F.
Lori is amazing and engaging. She took a complicated situation and made it much easier to understand and know what I needed to do next to keep my financial future moving in the right direction.
Kate W.
I had never met with an advice only financial planner before and Lori helped me face my financial fears and understand my relationship with money. Her approach was empowering and non judgmental, giving me the tools to take control of my finances. I now feel more confident with my financial decisions and know how to stick to my plan for future success.
Cathy W.
We are so grateful for Lori’s insights and support with our financial planning questions. Her secure platform is easy to use and her coach-approach ensured all of our conversations catered to our specific needs. We now feel well equipped with the information we need to plan for the future. Highly recommend A Money Maker Mindset to anyone who is looking for data-rich, and human-centric, financial guidance.
Allison H.
Lori has been our Financial Advisor for over 20 years – during this time, she has not only provided us with sound investment advice & guidance, she’s also helped us gain a better understanding of our true financials needs & goals. Working through the Financial Psychology Assesment process with Lori was extemely beneficial in helping my husband & I understand the 'why behind our attitudes towards money. Having this knowledge is helping us make better decisions for a stronger financial future.
Valerie T.
My husband and I have worked with Lori for over 20 years. Thanks to Lori's dedication, expertise and advice we can confidently say that our retirement is secure and prosperous.
Austin D.
My wife and I had the pleasure of participating in Lori’s complementary workshop and it was truly impactful. Lori does an amazing job creating a space where anyone can feel comfortable. Money isn’t the easiest of topics to discuss but she makes it effortless. Thank you, Lori for your professionalism and compassion. We are grateful to work with you.