Lori Curtiss

For over two decades, I've been immersed in the world of financial services, and one thing has become crystal clear: 𝐦𝐨𝐧𝐞𝐲 𝐢𝐬 𝐝𝐞𝐞𝐩𝐥𝐲 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥. It's not just about returns and investments; it's about our feelings, our past experiences, and our future dreams. As a CERTIFIED FINANCIAL PLANNER (CFP ) and a Certified Financial Behaviour Specialist (CFBS ), I'm passionate about uncovering individuals' personal "𝑚𝑜𝑛𝑒𝑦 𝑠𝑡𝑜𝑟𝑦." I believe that by truly understanding what drives a client's financial decisions, planners can work together to create a plan that feels authentic and sustainable for the client. My 23+ years of experience have shown me that the strongest financial plans are built on a foundation of genuine connection and a deep understanding of what truly m...